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

To: Paul Engel who wrote (43957)	1/5/1998 2:40:00 PM
From: derek cao	Respond to of 186894

Re: Good news in that it Cannibalizes ALL of AMD's and Cyrix's chips. Thanks for the laugh! derek

To: Paul Engel who wrote (43957)	1/5/1998 2:54:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 186894

Hi Paul, do you think companies such as CPQ will be able to utilize Pentium chips in their sub 1000 machines in light of the recent price cut? Would like to see that as an "option". CPQ is gaining market share and it seems they might have some leverage to negotiate better terms. Thanks, bp

To: Paul Engel who wrote (43957)	1/5/1998 3:19:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

Paul, I can't believe you are still caught up in this "us vs them" stuff. The street is not looking at whether Intel can run AMD in the ground but what it will cost Intel on their bottom line. Asia may be even a bigger factor. Best scenario is for AMD to survive break even with just enough pressure from Intel to put a crimp in AMDs R&D budget. Intel stays a couple of speed grades ahead and takes the cream off the top...that's OK. Megahertz sells...and that obviously helps Intel. Because of the lost cost of Intels production they will easily keep AMD in check...as I said before...the key is keep moving the Megahertzies forward. Intel is doing just fine in that respect. When I first came on the BB I didn't realize a couple of important things...chips aren't that easy to make and just how good Intel was at making them vis a vis AMD. Cyrix, with IBM at the FAB would always be behind because of logistics and IBM not using their cutting edge technology. Thanks to Yousef, I saw the light. Jim