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: Paul Engel who wrote (57401)	6/6/1998 10:31:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Paul, Even a company the size of Intel can't do it all. Competing in the Sub-$500 arena is not how Intel go were it is. Do you really think they can have any kind of margins selling chips into the home appliance market? This is akin Intel selling TVs and VCRs against the Japanese home alliance manufacturers. They would be foolish to start now. Then again they could bring back the PentiumMMX...<G> I do appreciate the fact that Intel tries like heck not to get blindsided...but it happens. Jim

To: Paul Engel who wrote (57401)	6/8/1998 11:49:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Paul, Re: " Intel is playing both a good defensive game as well as a great offensive game." Sounds like Michael Jordan and Scottie Pippen last night, or any night. I certainly hope Intel would never consider giving up the low end for many reasons: 1. That's all a lot (most?) of the analysts think Intel makes. If Intel gave up the low end, they'd send the stock to Fuchi's dream levels. I can see the headlines now "INTEL QUITS MICROPROCESSOR MARKET." 2. AMD and Cyrix historically can't produce any new chip in decent yields, at least for a long time after introduction. There would be a dearth of entry level PC's. 3. If AMD somehow got a foothold, and somehow made some money in the low end, they may try to move up to W/S or server class chips. Actually, this would probably be their deathnell, given they have problems with processing and manufacturing of even entry level chips. Enough. Any other reasons folks have why Intel should not (shudder) give up the low end? Tony