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To: Dale J. who wrote (66570)10/14/1998 1:53:00 AM
From: Joe NYC  Read Replies (1) | Respond to of 186894
 
Dale,

None of the 3 are really about Intel.

In other words, you don't like that Intel has competition, you don't like that the competition may be capable, and you don't like the fact that there are recessions.

Joe



To: Dale J. who wrote (66570)10/14/1998 5:30:00 AM
From: stak  Read Replies (1) | Respond to of 186894
 
Dale,
>>1. AMD, out of frustration, could commit economic suicide with lower prices just to gain market share. The threat of a severe price war concerns me, but not as much as it did six months ago.<<

1999 is really the year to be scared of a "price war". A traditional price war in the mobile processor market and a douzy of
price erosion in the low and very low end of the market.

BTW glad that you listed this as #1.:)



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