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To: AK2004 who wrote (127959)2/20/2001 7:06:20 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Albert,

re: "It is likely that neither of the companies would act to benefit their shareholders. Something is definitly wrong with that picture. :-))"

I heard a quote from a CEO once. To paraphrase "Most companies take care of their stockholders first, their customers second, and their employee's third. I feel that if I take care of my employee's, they will take care of my customers, and my customers will take care of my stockholders".

I'm not sure if this makes sense in this context, maybe.

I also heard Chambers say how when business gets bad, Cisco goes for market share. Dell is obviously doing the same. It's a low cost producer advantage.

I wouldn't mind seeing modest price decreases to stimulate demand. I don't think that Intel needs to increase PC market share, I think it's more important for Intel to become successful in new markets. And AMD can benefit from relatively stable pricing. Win/win, if the decision makers don't get carried away.

Random thoughts, sorry,

John