Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 236.78

-6.1%

Jan 30 3:59 PM EST

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To: Scumbria who wrote (37488)	4/26/2001 4:36:27 PM
From: Epinephrine	Read Replies (1) of 275872

RE:<AMD may even keep a small performance advantage. I just don't see business customers moving away from Intel, without a significant reason.> Scumbria, Hehe, we are looking at the same scenario from totally opposite perspectives. My contention is that in the presence of a price and performance competitive fully oem supported (top 3, mainstream business line) offering from AMD I don't see 100% of business customers sticking with Intel without a significant reason. :) Epinephrine PS: If a top 3 OEM fully supports an AMD offering then Intel's reputation is not a significant reason because far short of 100% of business customers put so much stock in Intel's reputation that they will be unwilling to consider the top 3 OEM's reputation instead. (something like... if Compaq is supporting it then we don't care what's in it cause Compaq will take care of us if there are any problems)

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