kash, re: Brands
re: "Yes Intel is a much stronger brand but AMD is getting stronger.'
Yes, and so is Intel. It's all recognition and perception of the brand, and so far Intel wins (by a landslide) on both counts.
re: "Also folks value the boxmaker as well IBM,CPQ,Dell are great computer brands as well."
Thats AMD strength, the box makers would rather have consumers buy a Compaq computer than an Intel computer. At this point, consumers want an Intel computer, because the box makers have no differentiation.
re: "Too many more cockups and we'll see Intel relegated to lower than AMD status - such as a willamette delay until 2001 etc."
99.9 % of consumers have never heard of Willamette, Coppermine, Merced/Itanium. They may have heard somewhere on the news that Intel fumbled on something, then they forgot it. Some of the IT pros may know about delays and "cockups", but will it really influence their purchase decision?
It's a very hard job for AMD to win the end user. They need marketing excellence, making a huge impression for every dollar spent. So far, AMD hasn't demonstrated even a small amount of talent in that area. As bad as Intel is at marketing, AMD is worse.
John
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