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To: Barry Grossman who wrote (59778)7/12/1998 4:55:00 AM
From: Steve Porter  Read Replies (1) | Respond to of 186894
 
Barry,

The bigger your market share in a commodity low profit environment, the greater your potential loss should:

A) pricing slip just on the other side of even
B) you have a bug, etc.
C) you have too much capacity and have to idle plants..

We have already seen B and C at various points in Intel history. B should be obvious, C as well. The only thing left is A and I hope like hell it doesn't happen (although the idea of a sneaker PC appeals to me <G>)

Steve