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

To: Michael Bakunin who wrote (79285)	4/15/1999 3:42:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Michael, If K7 cuts Xeon margins, and Celeron cannibalizes P3 sales, I would expect Intel's income statements to begin resembling AMD's, and vice versa, compared with each company's last report. -mb Intel's market segmentation strategy is a dangerous game. I think Intel would have been a lot smarter to let AMD in the door with $400 CPUs, rather than trying to put them out of business with Celeron. Scumbria

To: Michael Bakunin who wrote (79285)	4/15/1999 4:10:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

<If K7 cuts Xeon margins, and Celeron cannibalizes P3 sales, I would expect Intel's income statements to begin resembling AMD's, and vice versa, compared with each company's last report.> Heck, even AMD isn't positioning K7 against the Xeon anymore. And the Celeron has been out for quite a while now, yet I don't see Pentium III sales being cannibalized. And even if the worst case scenario somehow comes to pass, I don't think Intel will ever announce anything close to the massive losses that AMD just posted. Tenchusatsu