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: gbh who wrote (55388)	4/9/1999 1:05:00 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 132070

Gary - (...but PCs, as you've stated, are fast becoming commoditized. But with the barriers to entry being so high on the component side (CPU, DRAM, HDD), if a component supplier or two (or ten) go belly up, the end product price will be driven higher.) Intel is perfectly free to set any price it wants to its products, and its customers are equally free to pay that price or do without. Intel's problem is not primarily competition, but rather supplying a product that customers value highly enough to support Intel's capacity investments and ROI requirements. The thing that Intel investors should worry about is that commodity producers in the process of going bankrupt do not tend maintain firm prices as they are doing so. -g- Regards, Don

To: gbh who wrote (55388)	4/9/1999 1:22:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Gary, I don't see it. You are concentrating on the supply side, but ignoring the fact that suspect suppliers are likely to leave because there is weak demand. MB