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: Don Lloyd who wrote (55391)	4/9/1999 2:37:00 PM
From: gbh	Respond to of 132070

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. Don, but I'm not saying AMD is going bankrupt. Just that they will choose to compete where they have some hopr of making money. It does them (and INTC) no good for them to steal market share at the low end. I believe INTC wants them to move up in the food chain, albeit at lesser market share. INTC can then settle in at low end pricing more amenable to bottom line profits. Everybody wins, except the gutter price box producers. They will have to use IDT WinChips. Lets see how many of those people, are willing to buy. Probably all that can be produced, which ain't very many... Gary