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

To: Fred Fahmy who wrote (40508)	11/17/1997 8:37:00 AM
From: gnuman	Respond to of 186894

Fred F, Re: low end of the business. From your previous reply: "How many people are making chips for the high end/server market or for mobile computing? These are the real areas of revenue/earnings growth and opportunity. The low end is gravy. Intel has plenty of opportunity to gain share at the high end from UNIX based machines, mid size AS400 type boxes, and mainframes." The other businesses are not just segment zero, but most business and consumer desk top PC's using Pentium and PII. That's the market I'm reffering to. And the market that will most influence Intel profits for the near term.

To: Fred Fahmy who wrote (40508)	11/17/1997 9:20:00 AM
From: ed	Read Replies (1) \| Respond to of 186894

You are completely wrong!!!!! Without setting the price 25% lower than INTEL, nobody will use AMD's chips!!For a late player, you always either have better features of better price. I do not think K6 have better features comparing with that of INTEL !!!! Segment0 will be good business for INTEL, you start with the basic models and then go to the higher models as more applications are available for higher models. When people start with INTEL inside basic models, they will like go to higher models with INTEL inside too. That is an issue of confidence.