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

To: Paul Fiondella who wrote (43919)	1/5/1998 12:25:00 PM
From: gnuman	Respond to of 186894

Paul F. Re: Compaq/AMD alliance. Interesting conjecture but I give it 0% of happening. I think Compaq has pushed Intel about as far as they dare. As I've stated previously, I think companies like Compaq and IBM will support AMD to the extent they remain a viable player. But Intel is too dominant for any top-tier company to even consider an alliance like that. Let's face it, Intel PC's still represents most of Compaqs' PC revenues. If AMD can ship everything they can make in `98 it's still probably less than 15% market share. Look at AMD as the stick! I think Compaq is just using AMD as a tool. I think what they have accomplished is the price concessions required to penetrate the huge untapped market in home PC's using Intel chips.