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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: f.simons who wrote (92491)	11/15/1999 12:18:00 PM
From: Mani1	Read Replies (2) \| Respond to of 186894

Intel would like for AMD to go away. It is not illegal to be an only player in any field. The process of getting rid of AMD could be illegal if it includes cutting prices to an extreme. Saying Intel wants AMD to be around is dumb. AMD is costing Intel Billions in profit due to its market share and ASP pressure on Intel. If Intel chooses to cut PIII prices to compete with Athlon, then investor of both company need to look out. I hope I am done discussing this. Mani

To: f.simons who wrote (92491)	11/15/1999 12:28:00 PM
From: kash johal	Read Replies (3) \| Respond to of 186894

f.simons, Re:"intel could squash AMD by pricing its highest processors at $50" First of all this is not going to happen as Intel would be killing itself. Secondly AMD would litigate and recover much more in damages than Intel recent annual profits. Thirdly even as a pure hypothetical - AMD would still survive. It can run for a long time losing money - in fact they are pretty good at it. Fourthly, AMD has faster, higher performance processors than Intel. And there are always folks who will gladly pay a $100 extra for more performance. Frankly one could go on. The statement that Intel allows AMD to stick around is dumb. Its about as dumb as some AMD folks who think AMD is gonna kill Intels profits next year with the AThlon. Intel would like nothing better than for AMD to go the way of National - dump the x86 stuff to somebody else etc. Frankly recently AMD has executed quite well and Intel has executed poorly. AMD has a history of screwing up as we all know - and most likely they will again. The pressure is on Intel to catch up with the coppermines, deliver reliable MB's, and ramp up rambus. Most likely Intel will recover and perform well. If it doesn't watch out below. regards, Kash