Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (33987)	10/16/1998 8:52:00 AM
From: Kerry Phineas	Read Replies (3) \| Respond to of 132070

Paul, how about: Although Intel has a big lead on AMD, that lead isn't as significant as it was in 1995 because there is more of a low end market to which lesser companies can sell. Also INTC's margins are still big enough that it gives other companies a lot of wiggle room when building an infrastructure. OTOH, you've got rapidly expanding economies of scale, so as long as INTC maintains its edge for the next few years and doesn't let AMD establish a cash hoard they'll have a more significant advantage the next time they have a significant product cycle come through. Maybe. Like I said, I don't follow INTC. The next 1-2 years should be tough, though.