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

To: Len Roselli who wrote (69458)	12/5/1998 12:10:00 AM
From: DownSouth	Respond to of 186894

>Intel has a few competitors nipping at its heals, but do they really threaten its monopoly? Don't you say the "m" word!

To: Len Roselli who wrote (69458)	12/5/1998 10:02:00 AM
From: Scumbria	Respond to of 186894

Len, Intel has a few competitors nipping at its heals, but do they really threaten its monopoly? Clearly the answer to this question is yes. AMD is currently in a much stronger marketing and engineering position than any Intel competitor has ever been in the past. At the retail level, more PCs now ship with AMD processors than Intel processors. They have two new high performance CPU's coming out in the next 6 months (K6-3 and K7.) Intel used to be able to threaten OEM's with allocation limitations if they used competitor's products. The FTC investigation and the increased fab capacities at AMD and NSM now make this impossible. I can guarantee there is a lot of concern about AMD within Intel, even if there isn't any on this thread. Scumbria