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

To: Scumbria who wrote (79287)	4/15/1999 3:55:00 PM
From: Michael Bakunin	Respond to of 186894

I disagree; I think Intel has to hang on to as much of the market as it can. Otherwise, a successful low-end entrant might threaten some of the advantages of Intel's monopoly status. Monopoly rents on mpcs (still extant on the Xeon) are just the beginning; _control_ is key, as you'll read in AMD's 10K sec.gov "Intel has dominated the market for microprocessors used in PCs for a long time. Because of its dominant market position, Intel can set and control x86 microprocessor standards and, thus, dictate the type of product the market requires of Intel's competitors." The whole section that follows is instructive. Intel has no choice but to defend its position; unfortunately, their only option has been a P&G-style remark of the PII core, leaving them open to cannibalization. Owning a monopoly is like minting money -- 'til the day the monopoly is broken. If K7 is half what it's cracked up to be, and if AMD can actually produce 'em at good yields, look out. -mb