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

To: gnuman who wrote (61689)	8/3/1998 11:40:00 AM
From: Bill Jackson	Respond to of 186894

Gene, The law on unintended consequences is hard at work. I bet there is some kind of war going on within Intel among assorted groups. In fact the whole debacle will give a huge opportunity to AMD as their chips will be king of the low end walk. Gamers will buy no vegetative masses(Celerons) and if the price is cut to the point where it hurts AMD further it will impact Intel profits severely. Price competition between equals costs them both equally. Since AMD is 1/10th the size of Intel for every $10 intel burns they cost AMD $1. This has been the price they have born for the past few quarters and that is why the upslope in Intel earnings has taken such a change in direction. A lot of truth in that report, here in Toronto you cannot give celerons away even when you starve the market of P-IIs. Thanks for the details. Bill