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: wlheatmoon who wrote (45749)	2/4/1999 7:30:00 PM
From: Kushi Kullar	Read Replies (3) \| Respond to of 132070

INTC around 60. Maybe after the split.

To: wlheatmoon who wrote (45749)	2/4/1999 8:41:00 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 132070

MKC, >>>Intel can win the price war. It won't be pretty for anyone, but in the long run, I'd bet on INTC. It'll be nice to buy INTC around 60 again. (GG) <<< What price war? Even if Intel gave away for free a microprocessor for each one that AMD is to build (eg 15M @ 100.00ea. = $1.5B) Intel would still have net profits of over $4.5B. But, I think that might cause problems with DOJ - so instead Intel will be forced to sell Celerons with gross margins around 57% and still undercut AMD. You will only be able to buy Intel at 60 only after Intel splits again after April 12. Don't hold your breath. Mary

To: wlheatmoon who wrote (45749)	2/4/1999 10:08:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Mike, I disagree. Once the competitors reach critical mass, and AMD is getting there, and pc sales shift to the low end, and we are there, it greatly behooves the oems to keep competitors to the monopoly in business. So you don't look at Intel vs. AMD and Cyrix. It is Intel against those cos., who will often be backed by Intel's top customers. If you are in business, it is great to have an across the street to go to. Besides that, Intel's arrogance has made customers want to turn off of them for a long time. MB