Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

+1.5%

Dec 19 9:30 AM EST

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To: Dave B who wrote (142443)	8/30/2001 2:45:59 PM
From: BelowTheCrowd	Read Replies (2) of 186894

Don't disagree. AMD will hurt a lot faster and a lot quicker than Intel. But by focusing on AMD I think a lot of people on this board are missing the point, which I will state again: The biggest competition today is the processor that's already on my desk. The faster and faster processors no longer contribute much to a "better user experience." The basic stuff that most people are using doesn't get any faster on a brand new 2Ghz machine than it is on my old 500Mhz PIII. In fact, it's probably faster on my machine than most, because I've got a fast disk array in there and that eliminates a REAL bottleneck. The processor, for most purposes, no longer is a bottleneck at all. Servers, as I've noted are a very different story. But servers will, almost by definition, represent a much smaller volume market than desktop machines. And there's no way that the huge cost of developing a new chip is going to be easily amortized if the only people willing to pay for the top-end stuff are putting them into high-end servers. mg mg

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