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

To: Cirruslvr who wrote (81397)	5/23/1999 11:40:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Cringe - Re: "A serious question for ALL Intel Investors~~~~~~~~ What do you think of the K7 - given that not enough is known about it given that AMD has continually had production problems in the past given that the K7 isn't Intel-dependent (new motherboards are required) given that AMD is an IF company given that the K7 has an advanced architecture given that the AMD is capacity-constrained" I think the K7 will be a KICK BUTT chip and put Intel into serious bankruptcy problems. Like, man, the K7 ... geez - it's just BUILT for MEGAHURTs ! Paul

To: Cirruslvr who wrote (81397)	5/24/1999 12:54:00 AM
From: Amy J	Read Replies (4) \| Respond to of 186894

Cirruslvr, Re: "A serious question for ALL Intel Investors" If Intel wanted to place AMD out of business, Intel probably could have done so a long time ago. I believe it's in Intel's best interest to keep AMD around. It minimizes issues with the FTC and encourages a competitive environment which fosters the creation of competitive products. However, AMD's current struggles appear to extend beyond what even AMD might be able handle this time around. So, my short-term concern might be: will AMD's K-7 bring Intel's ASPs down as AMD spirals downward in an out-of-control price dumping of chips before plunging into bankruptcy? My long-term concern might be: what happens after AMD? FTC issues? A complacent marketplace which could create a complacent atmosphere, followed by a sudden and unexpected competitive new entrant? Or a competitive foreign buyout? When Apple took a downward spiral, Microsoft assisted Apple. I believe this assistance may have been because Bill Gates believed a complacent marketplace could be Microsoft's worse fear, along with troubles with the FTC. Competition is healthy for a company. And a known competitor is better than an unknown competitor which unexpectedly appears. Maybe Intel should help AMD, just like Microsoft helped Apple. Maybe Intel should help AMD become the chip-of-choice on the low-end market to foster development of PC-based IA's. I do not know if Hitachi, one of the largest companies in the world, is creeping up on the low-end in the IA market? I believe 1999 will not be an easy year for Intel, but in 2000-1, Intel could start cranking up its engines, producing chip after chip and proliferating its chips using Intel's manufacturing prowess. The year 2000-1 will not be good one for AMD. Amy J