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

To: Jim McMannis who wrote (41581)	12/5/1997 3:54:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Jim, AMD and Cyrix have to price their chips a certain % below Intel's. Even if AMD/CYRX sell out, they are a losing a bunch off the top. I don't know how much business MMX is taking away from PIIs. Regardless, remember that PII/PPRO is growing in the server/workstation market and is taking more and more mkt. share away from UNIX. That will offset losses from sub-$1000. we have to wait and see. joey

To: Jim McMannis who wrote (41581)	12/5/1997 8:46:00 PM
From: Lee Penick	Read Replies (1) \| Respond to of 186894

Re - "If AMD and Cyrix can sell all they can make then Intels price cuts are a moot point are they not? They are capacity contrained...especially AMD..." Not a moot point at all. If AMD makes no profit, it is much harder to compete in the future when it is time to: - design a new chip, - build a new fab, - buy new equipment for 300mm, .25, Cu, etc. - hire the best people, Stock options arent' worth much with zero profit. - try to compete in other areas Intel is heading. Why is AMD in business if they can't make a profit for their owners...so Jerry can ride around in a nice car? Lee