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

To: alex pierson who wrote (66902)	10/16/1998 9:45:00 PM
From: Fred Fahmy	Read Replies (2) \| Respond to of 186894

Alex, Market share can be expressed in terms of volume, revenue, or profit. You can lose volume share without losing revenue or profit share if your ASP's are higher. At any rate, under ideal circumstances you wouldn't want to lose any market share of any kind but it's all relative. At any given time there is X amount of profit in the CPU industry. To date, Intel has virtually 100% profit share. Anyone can gain volume share, or revenue share for that matter, if they are willing to sell at a loss. How long do you think you can stay in business using this model?? Have you looked at AMD's balance sheet lately? Definitely not a pretty sight. FF

To: alex pierson who wrote (66902)	10/17/1998 6:27:00 AM
From: nihil	Respond to of 186894

RE: Losing market share What Jerry Sanders is actually thinking: "We lose money on every chip we sell for $100, but we make it up on volume." What Craig Barrett is actually thinking: "We could always sell the high end chips which are supply limited in the $100 segment and cut AMD's low end market share, but we would lose $500-1500 for each chip we didn't sell in the high-end segments. Might make sense temporarily to forfeit market share in the $100 segment, especially since no one can make any money there anyway."