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

To: Jim McMannis who wrote (142078)	8/21/2001 7:25:39 AM
From: Road Walker	Respond to of 186894

Jim, re: Pretty sad that Intel with sweet deals to Dell is helping put the small screwdriver shop under too. Business is business I guess and it's likely small boxmakers don't even realize what's hitting them. It's the way the world works at retail. Remember corner Pharmacies... now Walgreens. Remember hardware stores... now Home Depot. I was in the business of selling to those businesses as the transition happened. Family owned retail is an endangered species in this country. Main Street has been replaced by the mall or strip mall. In one generation a huge number of Americans have gone from being owners to being employee's. Sad but so it goes. John

To: Jim McMannis who wrote (142078)	8/21/2001 8:16:09 AM
From: herb will	Read Replies (2) \| Respond to of 186894

Jim,"sweet deals", What is really sad is that AMD cannot win at it’s own game. Remember that AMD initially drastically cut prices in August 2000 as the antidote to Intel venom. Well now, except for Dell, everyone else is losing their skins. Oh what AMD cheapies have wrought! But it appears the screwdriver shops are snaking it quite well with cheap processors and motherboards which of course set cheap prices that Gateway, Compaq, HP. etc compete on price with. And now AMD is having to cut prices further and further to supply more antidote to the point that a hard to swallow net operating loss is in store for this quarter. Of course Jerry does quite well with stock options but what is really much sadder is that so many luckless AMD investors fall for this ruse. Herb

To: Jim McMannis who wrote (142078)	8/21/2001 9:11:33 AM
From: herb will	Read Replies (1) \| Respond to of 186894

Jim, more sweet deals-New Insider Trade Data for AMD biz.yahoo.com Feel snake bit Jim? Herb

To: Jim McMannis who wrote (142078)	8/21/2001 2:47:58 PM
From: Noel	Read Replies (2) \| Respond to of 186894

Jim, Re: Intel with sweet deals to Dell You could try to put together a Dogde Neon (or any other cheap car) from the cheapest genuine parts you could find and it would be probably end up costing a lot more than a Mercedes. If you do not complain about Ford's or GM's sweet deals with its component suppliers (I am sure there are lots of these deals) which result in a cheap car for the consumer, what is wrong with Intel's sweet deals with Dell which results in a PC cheaper than what the guy around the corner can provide me? Especially when backed with Dell's excellent reputation for service and warranty. I know that over time it will drive the "small screwdriver shop" out of business but this kind of stuff happens all the time in a variety of industries. Eventually, its the consumers who make the decision that put local retailers out of business not Intel or Dell. Personally, I do not like this phenomenon too. But I would not blame Dell, Intel, GM, Ford or Walmart for what's happening except in cases where something is done illegally or at the taxpayer's expense. (For example, attempts by some states and countries to attract industries by providing a 10- or 20-year tax breaks in addition to generous subsidies.) Economies of scale lead to incredible products affordable by the average consumer at reasonable cost. This all the more true for commoditized products. One could argue that the small screwdriver shop exploited local inefficiencies in the supply chain, which were present only due to the the non-commoditization of the PC, to give certain consumers a cheaper PC than Dell. Now that the supply chain is being squeezed for a variety of reasons it is not suprising that components suppliers like Intel and manufacturers like Dell are wringing these inefficiencies out of the supply chain to maintain their profit margins. I am sure that before Henry Ford got the River Rouge facility up and running their were a lot of corner shops who would "put together" a car for you. I imagine that pretty soon we will have a Big 3 in the PC industry similar to the Big 3 (Big 2 now) in the US auto industry. My personal predicition is that only Dell, Compaq and IBM will survive this downturn. So the larger question is: Is the PC industry finally commoditized? Intel is doing the best it can to prevent the commoditization of the X86 microprocessor. (Actually, one could argue that all non-X86 microprocessors have been commoditized.) \end{diatribe}