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

To: tcmay who wrote (136819)	6/6/2001 5:30:37 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

In most all industries there is competition. Several dominant players. Ford, GM, Chrysler, Toyota...Coke, Pepsi, McDOnalds, Burger King to name a few. It's very possible to thrive and reward shareholders without all out price wars. The sooner Intel loses the mindset of exterminating AMD the better off they will be. Often it's better to accept the duopoly and expand by creating new products to fill new markets. It seems Intel is doing better at this. Jim

To: tcmay who wrote (136819)	6/6/2001 6:04:23 PM
From: AK2004	Read Replies (3) \| Respond to of 186894

Tim re: Yes, you've made this bold claim several times. Substantiation is lacking, however. you mean to say that if ibm would stick with mot for their pc products x86 would be just as successful today as it is now putting in your words, "I want some of what you're smoking!" re: under U.S. law I was not referring to the US laws but rather common sense re: Your speculations that a price war would mean "hundreds (plural) of billions in losses for intel and only 10 bil for amd" is not interesting to debate. I was simply referring to the fact that amd's market cap is on the order of 10 Bil and in the event of the real pricing pressure from intel all it stand to loose is a market cap. Intel on the other hand may stand to loose hundreds of billions in market cap. Since market cap is determined by the market, and I do not speak for the market, it was logical to assume that it was my opinion. Re: As for "proprietary sockets," standartization is reducing the cost. It would be much cheaper for Intel to adopt HT rather than developing its own version but then intel would have to compete only on the merit of intel's chips. re: I don't think any of us knows what $100 ASPs mean for either company yes we do, just take a look at intel's asps and amd's. re: All of my PCs use the Macintosh OS. Most of my tech friends are using Linux in one flavor or another. OS/2 and Warp.... all of my software only windows compatible so what choice do I have? re: If they fail to remain competitive, the problem is solved naturally. (Not that I buy your reasoning...) you're absolutely right, if intel would force out all of it's competitors then it would be challenged by a foreign one sooner or later and you know what that would do..... re: Your math is fanciful. Come back with more realistic estimates of what a price war would do and perhaps I'll reply. give me a break, all I am saying is that amd shareholders combined can not loose more than amd's market cap Regards -Albert