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

To: kash johal who wrote (74871)	2/28/1999 10:05:00 PM
From: nihil	Read Replies (1) \| Respond to of 186894

All part of Intel's master plan. It's like Cracker-Jack, the more they buy the more they want. People want computers every where since they hardly cost anything any more. AMD and NSM are selling at a loss, the more they sell the more they lose. Intel is selling at a profit throughout the line. The more they sell the more they make. People like me, rich, sophisticated, technosavvy, and, above all, modest, like the best of everything and paying for the best is simply part of the mystique of excellence. You should have seen the street-people lined up at CompUSA to buy those PIII for $1,499. My view is that 99 profits really don't matter very much to Intel. This is as we used to say in Dixie, fodder pulling time -- if FTC doesn't take Intel behind the barn and shoot, there will be endorsing everything Intel does, and there will be an assault on AMD and NSM up to the hilt. Intel will lower the price of Celerons and wipe out AMD's positive cash flow altogether. No one will step and save AMD and it will perish. NSM too, but who really cares. DOJ and FTC having shot their bolts, and with a pro-monopoly Republican or pro-Technology democrat in office, the game is up for the little twerps. No one will help them out (with exceptions noted above). I think P3 will become the basic Hi Fi HiDef TV-Computer combination for a year or so. That's what I plan for mine.

To: kash johal who wrote (74871)	2/28/1999 10:14:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

<And obviously as a somewhat eloquent proponent of Intels superiority why do you think that the retail customers are flocking to Intel alternatives.> I said it back in the AMD thread, but I guess I'll repeat it for the INTC guys here. Even after Intel cut prices on the Celeron to regain marketshare from AMD, it seems that AMD was willing to hack off their own arm and cut prices in response. AMD is more concerned about keeping marketshare than about earning profits. That's not a big deal with AMD, since AMD really didn't have much profits to lose in the first place. But in the end, the OEMs saw no real reason to dump AMD and go with Intel in the low-cost retail end, since now they can get AMD chips for pennies and make out like a bandit. Intel could easily price the Celeron so low that AMD will go bankrupt, but of course, the FTC wouldn't like that. Tenchusatsu