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To: Paul Engel who wrote (27427)6/15/1998 2:34:00 AM
From: FJB  Read Replies (3) | Respond to of 33344
 
Paul,

I can't foresee Intel having an unprofitable year from either a cash flow, operating profits, or accounting earnings basis in the near future. However, I do think there is a strong incentive for them to abandon the low-end of the MPU market similar to their abandoning DRAM in the mid-80's time frame. What probability would you assign to Intel conceding this market? Would publicly conceding this part of the market actually benefit Intel? My crazy opinion is that Intel could increase profits by conceding the low-end and being the world's high-end MPU supplier. The x86 architecture has clearly reached its limits and despite any one person's opinions, the performance differences for the stuff most people do are not noticeable among the many x86 offerings. For the business market, buyers seem unwilling to purchase non-Intel stuff. I don't know if that will change.

Bob

PS Michael and the BULLS of the 90s are the best ever! :-)



To: Paul Engel who wrote (27427)6/15/1998 11:43:00 AM
From: Steve Porter  Read Replies (1) | Respond to of 33344
 
Paul,

Thanks for the information. See what good management can do ;-)

Steve