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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 211.64+5.3%12:02 PM EST

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To: Paul Engel who wrote (46653)7/9/2001 9:58:02 AM
From: Bill JacksonRead Replies (1) of 275872
 
Paul, Intels fault as well as AMD as both are shut out from this market since all OEM power supplies are made to just enough for what is inside them, cheaper that way, and so there is no way a P4 or A4 can be run in an older system.
SD boxes, well you can upgrade the PS as well as the mobo since they adhere to a standard.
In fact this de-facto standard that has emerged for cases, power supplies and mobo is what has enabled the SD shops to make such huge share gains against the Dells and CPQs of the world. White box stuff is made from those same standard parts.
Now MSFT has rejigged the OS prices to take away the advantage the dell etc had over the SD shops in OS purchases.
theinquirer.net

By Phil Trent, 09/07/01 08:48:26 BST

INSIDE SOURCES close to Microsoft's plans say that the firm is to adjust its OEM pricing and licensing model as part of a concession to its long-running battle with the US government.
Customers with "named accounts" with Microsoft will be able to buy operating systems for $70, a drop from the existing $76.50.

But, at the same time, tier one OEM's operating system prices will be raised, to reduce the differential between named accounts and OEMs, even though those prices will be reduced through MDAs.

However, system builder prices for a Microsoft operating system will remain the same, the insider tells the INQUIRER.

Microsoft has been in discussion with all of the parties concerned for some months, but has not yet made the price moves official. That is expected to happen in the near future.

The price changes will only apply to OEMs. µ

Bill
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