Replies to post #28890 on Intel Corp (INTC)

[Snowrider2]

Keith,

They're few benifits for investors that I see:

1. Clear out old inventory so Intel's doesn't have to write it off.
2. Make room for higher priced and higher performing new processors
3. Provide Intel with an opportunity to penetrate new markets in evolving economies (Africa, South America, etc.)

Snow

[alan81]

We have heard over and over again,
About how AMD is putting in all this capacity, and that they will take significant market share from INTC over the next few years. Of course, for INTC that would be an unacceptable result. Many think INTC will "stop" once they but an end to the market share slide, but I think the new dynamic (significantly more capacity available to AMD) will require INTC to basically grind AMD into nothingness... or die trying. Once AMD is no longer competitive then INTC can begin to raise prices, but I don't expect that until well into 2007 or perhaps even 2008.
--Alan

[tecate]

I see it at 15.00$. What's the bottom for AMD do you think?

[Tenchu]

Keith, Tenchu, what do you think is the benefit of INTEL´s pricing actions for INTEL shareholders? The only result I can see from this is the reduction of revenues and profits for the industry for perhaps years to come, and a declining share price for the foreseeable future.

You're talking about a duopoly, while I'm talking about not giving AMD any more room to breathe than they already have. I know you'll vehemently disagree, but I think AMD's lawsuit proves that Intel can't trust AMD to be satisfied with whatever gains they've made with Opteron.

Where do you see the bottom for INTC?

With the tech market going the way it is right now, I think there's just as much downside for INTC as there is upside. Better than AMD, though, who I think has nothing but downside potential.

Tenchu