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

To: GVTucker who wrote (152226)	12/12/2001 12:33:20 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

GV, <There is a point where market share and profits are direct tradeoffs, and if Intel has come to that point, it's important, even if the numbers are small.> Maybe that's why the AMDroids bring up the market share argument so often while ignoring profits. If they can bring Intel down to the same game, the AMDroids win. Now watch as the 'Droids flame me and tell me that Intel started this price war, yada yada ... Tenchusatsu

To: GVTucker who wrote (152226)	12/12/2001 4:00:26 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

GV, re: But if Intel is losing money on sales to Microsoft, then that raises the possibility that Intel is putting more emphasis on market share than was formerly the case. There is a point where market share and profits are direct tradeoffs, and if Intel has come to that point, it's important, even if the numbers are small. In most cases, I would agree. But you almost have to look at this as a start up business, a different sector. (Now the Droids will tell me I can't count it in microprocessor market share) If they have a flat to slightly negative GM (which I doubt), I don't think you can project that to a wider corporate policy. One other thing that people may neglect to consider, is that there are zero marketing costs assigned to X-Box microprocessors. It's standard bid and spec work, thus the cost is much lower. With many of the former and current "other" businesses, Intel has shown a willingness to lose huge dollars in the early business stage. I think those decisions are much more relevant when you look at Intel. John