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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST

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To: fyodor_ who wrote (149497)11/26/2001 12:23:10 PM
From: Tony Viola  Read Replies (1) of 186894
 
Sorry, Fyo, but I think you're making it out to be much more complicated than it has to be.

Here's one thing you didn't mention: the major OEMs all use Intel and can afford, no, make it have to, do a much more stringent qual job than AMD's major customers, who seem to be more and more white boxers. Also, the 80 - 20 rule, Intel sales over AMD, causes 4X as many Intel based PCs to get out in a given period of time for the millions of users to expose any bugs that the OEMs didn't find. So, AMD system bugs, whether from the CPU or any part of the infrastructure, can take longer to find. I'd rather let the huge user community out there do the debugging for me, and buy an Intel based system, say, 6 to 9 months after it's released. Kind of like not buying the first year of a new car model. Whatever way you look at it, the higher amount of AMD system problems reported on the net cannot be giving potential customers a warm fuzzy feeling. Buy Intel.

Tony
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