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

To: andreas_wonisch who wrote (138690)	7/5/2001 8:02:33 PM
From: tcmay	Read Replies (1) \| Respond to of 186894

Intel has probably concluded that they run AMD to ground. << Make up your mind. Only six weeks ago you wrote: "But I expect Intel managers are constantly thinking about the DOJ and FTC mandarins sitting in D.C. looking for any chance to make their careers by attacking Intel for "unfair" or "monopolistic" or other practices they whine about." "If the threat of a DOJ or FTC or Raph Nader or Jesse Jackson public spectacle didn't exist, we could no doubt have "CRUSH II--Slapdown in the Silicon Valley."" >> Read what I said. I said Intel and its lawyers are no doubt looking very closely at the situation, including moves by the courts and the FTC, SEC, etc. My hunch is that they've decided the overall economic downturn gives them adequate "cover" to run AMD to ground. Who can fault them for introducing new products, meeting AMD's "always lower than Intel's" prices, and adding new fabs? In an upturn, or when products are greatly desired by customers, then "bundling" deals are an antitrust risk. But in a downturn, no antitrust implications in simply outlasting an underfunded competitor. Plus, I mentioned clowns like Jesse Jackson and Ralph Nader and the prevailing spirit in D.C. Well, Jackson has been defanged by his duplicity and dipping his quill in the company inkwell. Nader is no longer being heard from, for obvious reasons. (Not even his lackey Jamie Love is making noise.) Bush is not going to countenance attacks on a successful company to bail out a foundering company run by a CEO who commutes in from Hollywood. The Microsoft result shows that the liberal dream of punishing companies for being too successful is not going to happen, at least not as quickly as Hilary and Ted and all the other varmints have been hoping for. Lastly, the G.E./Honeywell fiasco is probably very good news for Intel. A European attack on Intel will probably not fly, now, as the Europeans are worried about a U.S. reaction to their attacks on American companies. AMD is now including Intel BY NAME in their whines, so things must be getting more desperate. --Tim May