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

To: Gary Kao who wrote (52693)	4/10/1998 3:43:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 186894

Gary, Re. Come on, Albert, I know you can do the math. Do not over-estimate in this case. Ibexx

To: Gary Kao who wrote (52693)	4/10/1998 4:08:00 PM
From: AK2004	Read Replies (1) \| Respond to of 186894

Gary intel got about 85%-90% of the market. And about 60%-70% retail - that number is old but so is 85%-90%. Now it is easy if 30%-40% of retail market is <=> to 10%-15% of overall market then the retail market is between 25% and 50%. I would guess somewhere around 30%-40%. Now, if retail market is unprofitable then can I ask you as an Intel shareholder a question. Why is your company wasting resources and lowering the margins just to maintain their market share in retail market? And you have to remember that maturing debt is not affecting the earnings. The decrease in cash is off-set by decrease in liabilities. The deal is unlikely to collapse even if AMD would have $0 in cash. IBM, Compaq and few others represent forces in market that would not allow amd to go under. As far as losses, if AMD is actively retooling then indeed I can not see profit for a while. But on another hand that would allow AMD to compete better in the future and therefore may be viewed as an investment. I see Intel making profit and larger profit than amd for long long long time. Yet AMD is more attractive to me as an investment. -Albert