In other words, the reputation issue is important, but not to the discussion of 1 GHz pricing. This is due to the paucity of 1 GHz parts Intel is producing relative to AMD. If a person rejects that AMD is producing several times more 1 GHz parts than Intel, only then does the reputation discussion means something in this argument.
Eric,
If the pricing issue is due to the dearth of 1 G parts...why is AMD not selling their 1 G's at close to the Intel price? If demand is that great for Intel's 1 G parts, then shouldn't that demand spill over to AMD? You would think so but when it does, its only a little portion of the demand...that's been true several other times this past year. There are customers and OEMs who would rather be short product than to buy from AMD. Its an unpleasant fact but true.
With time, that will change, assuming AMD continues to perform. But why do you think Dave gets p*ssed at AMD's PR, or lack there of. In addition to performing, AMD has a major PR job to undertake. I didn't think so when Dave first brought it up but I do now.
So I guess I believe that Intel's rep has generated a lot of goodwill that allows Intel to sell out everything, to sell at prices that are at a premium to AMD's, and to have a stock that is much less volatile than AMD's. Like I said, I think a shortage of parts is only part of the equation.
If AMD's position turns out to be half as promising, I will be jazzed.
ted |
