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

To: James R. Barrett who wrote (74776)	2/27/1999 8:01:00 PM
From: t2	Read Replies (1) \| Respond to of 186894

I think AMD honestly believes that eventually INTC will capitulate and get out of the low end market entirely. INTC of course wants it ALL which I don't think is going to happen. INTC is no longer a monopoly. Intel doesn't want out of the low end, it just wants to ensure AMD does not get too profitable. Furthermore, INTC does not want AMD to be a recognizable brand name-----they want it to remain the no-name brand CPU for those want to buy from a "discount store". Competing at the low end ensures AMD won't have extra cash to throw around for advertising ie starting an "AMD Inside" type of commercial. When you are losing money, there are other priorities such as cutting costs. Too bad!! They are better off blowing a lot of cash on huge advertising campaigns and suffer bigger losses until they become at least the "pepsi" of the CPU biz. IMHO, Intel is just too "smart". They want AMD around so that the DOJ won't be after them for a current anti-trust suit. I think the FTC relates to old problems unlike the Microsoft case (which is also related to current activities). .

To: James R. Barrett who wrote (74776)	2/28/1999 7:53:00 PM
From: John F. Dowd	Respond to of 186894

Dear James: I think INTC wants to keep them around. It is easier to compete against a straw man than a real competitor. On the other hand who is good enough to compete with them? On a macro note I don't think there is any slow down in retail cpu sales. Today I was in a Circuit City, Best Buy and Office Max and they seem to be enjoying a brisk business. I don't see how competition at the box level translates to lower sales for Pentium. With the internet becoming a bigger factor in evryones lives the trend will be more cpus and they will not be sub 1000 only people as always will buy what appeals to their sense of value. As we come up on y2k I see middle sized and large businesses alike buying newer machines with new OS's just to improve their Y2k compliance. I sometimes wonder that this is not all an attempt on the part of bigger funds who missed the move since October trying to jawbone these great stocks down. Remember guys like Merrill have billions upon billions under management and they have been bad mouthing everything from INTC to CPQ to DELL. JFD