SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 37.29+3.4%9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bill F. who wrote (142427)8/30/2001 1:54:12 AM
From: BelowTheCrowd  Read Replies (2) of 186894
 
To me it's simple.

If you're going to argue that AMD's success is because "a rising tide raises all boats," and that their strategy may no longer work because the tide isn't rising anymore, then you MUST also consider that Intel has existed in the exact same environment and may face similar challenges when the tide stops rising or even falls.

Make no mistakes, I'm an Intel fan and former employee. But I'm not blind. I often specify/buy PCs for a living. It's not what it used to be. Many now consider PCs to be a "durable good," something you can buy and keep until it fails completely. I don't see anybody in the corporate world who's specifying top-end or even "top half" processor speeds for most of their people. A few people in limited situations need them, but that's the exception rather than the rule. I know many whose specification is pretty much "whatever processor was just discontinued and is available dirt cheap." Microsoft and others have NOT developed much software that demands more and more fast, expensive processors.

Unless some super-app comes along to require huge processing power in large numbers of PCs, then I believe the industry's entire cost structure will be under seige. Intel most certainly has more ability to deal with this than AMD, but I question whether the management of either company has what it takes to make a good transition to what is likely to be a radically different business model.

mg
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News