Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jay who wrote (42181)	12/13/1997 12:41:00 PM
From: gnuman	Respond to of 186894

Jay, See Mary's comments on low-asp's creating additional revenues. I think the box makers very much want the cloners to survive. If you assume the sub-zero's are incremental markets, this is additional sales, created largely in part by the cloners. The box makers could easily have ignored this market. And Intel's prices would be much higher. So why didn't they? One reason may be they get a lot of leverage over Intel in addition to the incremental revenues. Did they shoot themselves in the foot? I think maybe.