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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (18594)	11/10/2000 2:50:35 PM
From: quasar_1	Read Replies (1) \| Respond to of 275872

The Quick and the Dead... I don't see where Intel has a choice about margin contraction in markets where it directly competes with AMD. Giving up share is penny wise and pound foolish. They will be forced to lower margins. Believe it or not, this would be the best thing for Intel in the long run. It will force them to refocus. The Dell/Intel alliance will weaken. Dell is being forced into a corner vis a vis their falling stock price. They too will not lose share. They will put pressure on Intel to 'help out' with costs or go to AMD to put further pressure on Intel. A market where growth is contracting is far different from one where growth is expanding. In expanding growth markets you can get away with internal inefficiencies, non competitive pricing, and occasional lack of focus. But this is the 'new world order' of a changing competitive landscape. It doesn't matter what you want to do, it's what you are forced to do. The market will no longer allow you to dictate. It will force you to react. It's known as the quick and the dead... Q