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.

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

To: kapkan4u who wrote (81205)	5/19/1999 7:55:00 AM
From: Process Boy	Respond to of 186894

kapkan4u - <In the 4Q of 1998 AMD made its biggest market share gains ever and yet the INTC stock rose from $38 to $71 in the same period.> But the reports of AMD's going >50% U.S. retail did not come out until January / February. Regardless, I don't understand how you can say with a straight face that Intel should cede marketshare. Your scenario might pump up earnings for a quarter or two, but then what? AMD has another fab coming online, and they could conceivably enter into a foundry arrangement. Now you've given your competitor a boatload of waiting customers to absorb their added capacity. I'm sorry, but that's nuts. This is a business. YOU HAVE TO COMPETE! I think those that are in for the long haul would rather keep and gain as many customers as possible, as long as it's done at a profit.