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

To: Robert Salasidis who wrote (97239)	1/23/2000 1:33:00 PM
From: John Hull	Respond to of 186894

Robert, re:"I was the one that mentioned a while back that I thought Athlon's release would result in higher earnings for Intel, because Intel would not be forced to compete in price with AMD, and would compete in specs. At the same time, AMD having a competitive processor would not be forced to sell it at 75% of the equivalent price of an Intel chip. I also mentioned that AMD would not be able to produce the chip in volume at this time, and therefore Intel would have the benefit of higher ASPs, and most of the market still. This has happened. The next part of the prediction was that if AMD releases faster processors, or manages to produce Athlon's in volume, Intel would either release a faster chip ahead of schedule, or a new generation thereby forcing AMD to go back to price cutting mode in order to maintain volume. Intel therefore makes more money with this scenario with Athlon on the market, vs the presence of only K chips." well put. the best environment for AMD is one in which Intel is doing very well. The anti-Intel zealots often forget that. "can't we all just get along???" <g>. regards, jh

To: Robert Salasidis who wrote (97239)	1/23/2000 8:07:00 PM
From: Tony Viola	Respond to of 186894

Bob, I was the one that mentioned a while back that I thought Athlon's release would result in higher earnings for Intel, because Intel would not be forced to compete in price with AMD, and would compete in specs. If that's what did it, I hope AMD stays competitive and you keep making such predictions. I have a similar idea to yours in that AMD has pushed Intel to faster frequencies than they might have gotten to, which makes them killer vs. anyone else in the world. Tony