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Politics : Formerly About Advanced Micro Devices
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To: Dan3 who wrote (82119)12/6/1999 2:42:00 AM
From: Y. Samuel Arai  Read Replies (1) of 1574096
 
I don't think this Coke/Pepsi at McDonald's analogy works well. Although many drinks are sold with their meals, it isn't a vitally important part of every meal, and many do not buy drinks with their meals. Drinks are like "accessories" on PCs...you can get them with or without them. However, CPUs are needed in EVERY PC sold. A PC cannot be sold without a CPU. CPUs are vitally important to the survival of ALL boxmakers.
And for any serious boxmaker, they only have two serious choices: AMD and Intel. Majority of the market still prefer Intel CPUs (although it seems to be shifting now at the high-end of the consumer PC market toward Athlons), thus Intel CPUs are still vitally important for their profitability and survival.
McDonald's bottom line would NOT be affected if Coke decided to raise prices on them, or to terminate their contract with them, as Pepsi would be more than happy to fulfill their need. McDonald's clientele will not stop dining at McDonald's because they now have Pepsi instead of Coke.
Sam
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