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.

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

To: Paul Fiondella who wrote (76652)	3/17/1999 9:04:00 PM
From: VICTORIA GATE, MD	Read Replies (2) \| Respond to of 186894

Paul Fiondella International Data Corp. of Framingham, Mass. said that Intel-based workstations now make up 59 percent of the market, based on unit shipments. Other competitors in this market are Sun Microsystems Inc. (Nasdaq:SUNW - news), with workstations using its Sparc processor, IBM and its PowerPC architecture, HP's PA/RISC and Compaq Computer Corp.'s Digital workstations with Alpha chips. Compaq and H-P also make workstations based on Intel chips. In servers, which are computers used to run and manage corporate networks, host Internet Web sites or electronic mail systems, Intel has about 80 percent of total units shipped, according to IDC. dailynews.yahoo.com

To: Paul Fiondella who wrote (76652)	3/17/1999 10:01:00 PM
From: Elmer	Respond to of 186894

Re: "What you are missing in the FTC consent decree is that Intel is not being branded a monopoly. IF they behave themselves and do not try to drive AMD into the ground with predatory pricing then just maybe the Feds will leave them alone. I don't know if Intel is smart enough as a company to avoid that." From your post I can't tell if this is your posting or if you are quoting someone else BUT, whoever wrote this has a very active imagination because that's not at all the interpretation I would put on the agreement. It looks to me that both parties were anxious to resolve this without going to court. Intel was behaving themselves. Nowhere at all is there anything to support the view that Intel is practicing predatory pricing. On the contrary, the facts show that AMD has been doing the predatory pricing. They have consistently sold their products below cost with the intention of damaging Intel and gaining market share. Intel on their part has consistently sold their products at a profit. AMD has established the policy of undercutting Intel's price, not Intel. Nothing whatsoever in the settlement suggests otherwise. It was the government that sought to get off the hook when they realized they had a weak case and it was the wisdom of Intel's management that allowed the government to back out gracefully and save face. EP

To: Paul Fiondella who wrote (76652)	3/18/1999 4:16:00 AM
From: Michael Bakunin	Read Replies (2) \| Respond to of 186894

Aha. Not being branded a monopoly is no victory, just status quo. The concessions remain the injunctive exception and lack of fine. However, I admire Intel's management for their acumen. I suspect that they feel that the exception will enable them to keep shipping through thick and thin, maintaining their monopoly and the rents (excess profits) that go with that position. I envy AMD even less than I do Intel. I don't think we need a recession to hurt PC mpc makers: all it takes is some margin-crunching competition, and every player loses. mb