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

To: Joe NYC who wrote (113803)	10/16/2000 6:39:53 PM
From: Jim McMannis	Respond to of 186894

RE:"They all want to talk AMD into not claiming it's just fair of the market. Just notice how the blood pressure and decibels go up as AMD does claim it's share of the market." Man, they sure get testy about that don't they....<G> RE:"Intel, OTOH could just concede, let AMD sell all of their superior chips at whatever price market can bear. There are not too many. If Intel stopped strong-arming OEMs to not sell AMD chips in commercial space, the surplus high speed Athlons would be used up, and there would be no price war." Pretty obvious that Intel will not concede anything easily. They will even drive their own ASPs into the ground first. When I talk to Intel employees, they treat AMD as public enemy number 1. That's not the first thing on their mind though, it's the price of their Intel stock. So they must be feeling pretty beaten up right now. I agree, Intel should back off and let AMD take a little share but they won't. NO DOUBT Intel is strong arming everyone they can.. Look how long it took mobo makers to take an Athlon motherboard out of a white box. Actually, despite regaining the speed crown, I see plenty of landmines for Intel ahead. First they will lower ASPs on P4s. Margins will go to hell as the P4s cost $80-90 a chip to make (217 Mm2) plus they have to send a $70 with each chip for Ramb-loser. But they WILL do it because they want to be the MHZ leader and appear to be selling some P4s. I also expect P4 motherboards to stay expensive because of ridgid design rules due to Rambus... Even when Intel moves the P4 to a DDR/SDRAM chipset there will be problems because the P4 was designed for RAMBUS. Everything Intel designed for Rambus so far has had problems moving to SDRAM...so we'll see... Meanwhile a .13u P-III can't come quick enough to fill some Mhz gap.

To: Joe NYC who wrote (113803)	10/16/2000 8:13:36 PM
From: Paul Engel	Respond to of 186894

Joe - Re: ". If Intel stopped strong-arming OEMs to not sell AMD chips in commercial space, the surplus high speed Athlons would be used up, and there would be no price war." WRONG AGAIN !!! FTC closes 3-year case on Intel By Deborah Adamson, CBS.MarketWatch.com Last Update: 1:51 PM ET Sep 26, 2000 NewsWatch Latest headlines SANTA CLARA, Calif. (CBS.MW) -- On the heels of a favorable legal development for Microsoft, Intel, the second company in the dominant Wintel alliance, said Tuesday that government regulators have closed their investigation into the chipmaker's business practices. The Federal Trade Commission had opened a case against Intel in September 1997, covering all aspects of Intel's business, the Santa Clara, Calif.-based company said. Like Microsoft (MSFT: news, msgs), Intel (INTC: news, msgs) overwhelmingly dominates its market. The FTC had estimated that Intel holds 80 percent of its industry's sales. The FTC also looked into any possible anti-competitive impact on the graphic components or other computer hardware markets resulting from Intel's purchase of Chips and Technologies Inc. in 1998 and an investment in Real3D in 1997, the chipmaker said. "We're very gratified by the result. We cooperated fully with FTC's investigation. Over that time, we provided millions of pages of documents and emails ... and access to scores of employees and executives," said Intel spokesman Chuck Mulloy. "We believe and have said all along that Intel is a lawful and ethical company." It is the second time in the past decade that the FTC has conducted a broad investigation into Intel's business practices, he said. However, the outcomes in both cases were the same, the spokesman added. The investigation's closing is a welcome development during a tough few days for Intel. Last week, the chipmaker said it wouldn't meet revenue expectations in the third quarter due to slowing European sales. The stock slid 22 percent on the news. FTC spokesman Mitch Katz confirmed that the agency has closed its case on Intel. In a letter to Intel's chief executive Craig Barrett, FTC Bureau of Competition Director Richard Parker said that "upon further review of this matter, it now appears that no further action is warranted by the Commission at this time." The FTC, which had called Intel a monopolist in the past, indicated in the letter that it sought to determine whether Intel had "engaged in unfair methods of competition." While the FTC was conducting its three-year investigation, it also looked into a dispute involving three of Intel's customers. In June 1998, Intel was accused of "illegally using its market power" by denying three corporate clients continuing access to advance technical information and product samples needed to develop computer systems based on Intel's chips, the agency said. The FTC asserted that Intel did so in retaliation of the companies' seeking to protect or assert patent rights in microprocessor-related technologies or refusing to license such rights to Intel. The case was settled in March 1999. Shares of Intel were off slightly, down 1 to $44.38 in recent trading.