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

To: Road Walker who wrote (134689)	5/11/2001 5:38:21 PM
From: TimF	Read Replies (1) \| Respond to of 186894

In the semiconductor business, AMD doesn't control their own destiny. Intel can decide, on a day to day basis, what GM's and market share AMD will enjoy. If Intel could control AMDs market share so easily AMD would probably never get above 10 or 15% share (enough for Intel not to be considered a monopoly). In the past AMD has products that where usually not competitive with Intel so Intel could hurt AMD any time it wanted with minimal pain to Intel. Now AMD has very competitive product so Intel can only hurt AMD by hurting themselves. That would only make sense if they could actually get rid of AMD as a competitor but it would be difficult to do that. Intel would have to lose a lot of money in the effort which would cause a major hit to Intel's stock. Also the effort would open up Intel to investigation for uncompetive practices. Intel has enough cash that if it had no legal problems with the idea it might be able to cause AMD to go out of business but Intel would use up its cash hoard and probably go in to debt in the process. I can't see Intel shareholders losing billions in the attempt to kill AMD. Tim