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

To: Chris Carlson who wrote (77549)	4/1/1999 11:25:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Chris, Who's lining up to purchase AMD? My first choice is Compaq. IBM or Motorola also seem like likely suitors. Scumbria

To: Chris Carlson who wrote (77549)	4/1/1999 11:49:00 AM
From: VICTORIA GATE, MD	Read Replies (2) \| Respond to of 186894

hold on all your intel stock

To: Chris Carlson who wrote (77549)	4/1/1999 12:01:00 PM
From: Paul Fiondella	Read Replies (2) \| Respond to of 186894

AMD and going bankrupt AMD has a very risky strategy given their inability to produce chips in volume, but their situation is far better than it was when Intel had Pentiums and AMD had nothing to sell against Pentiums except 486's. AMD has a core of valuable intellectual property. I would imagine that it would partner before it reached cash bottom. Investors might include CPQ, IBM, or even some companies we can't imagine like LU etc. I'd look for an acquisition only in a recession. IF AMD went under then INTC would control the MPU market. That is enough to bring in the government to regulate INTC's prices --- like a utility. SUNW does not have a monopoly either in the UNIX or in any other market segment so its prices would not undergo the same scrutiny. INTC's position is unique. I wish it were less unique. The companies strategy is very manufacturing oriented. It cuts costs of production well but it is not diversified enough. It seems to be trying to apply its chip manufacturing skills to other areas besides MPU's. I see that as a plus. But it also hasn't unyoked itself from the WIntel relationship and image of being a corporate Big Brother bully. I see the price competition with AMD as a minus. There is a lot of room for improvement at Intel. Their attitude toward the CPU-ID for starters.