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


To: nihil who wrote (65472)9/26/1998 9:51:00 AM
From: MileHigh  Respond to of 186894
 
RE>> I don't think there is any DOJ problem as long as Intel is only buying a minor investment and not exercising any control

nihil,

You do not have to have majority control of organizations in order to exercise undue control. Look at MSFT, how many companies do they have a majority position in. I do not know exactly, but I do not think it is many at all. Companies like MSFT, INTC, and CSCO can have "monopoly type" control over other companies because their products are so pervasive that they tend to control the infrastructure built to support these products and services.

I am long RMBS and asked the following question about the Intel investment in MU...

Could this INTC investment in MU- possibly made to ensure a steady and cheap supply of RDRAM- be construed as another example of Intel using their invisible hand to unfairly force the industry to massive RDRAM acceptance? After all, MU was really the only DRAM manu who was really pushing alternative designs such as SDRAM and SLDRAM.

Just a though. I do not claim to know this industry like all of you on this thread, but I am learning much daily from you all.

MileHigh