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 36.27+0.3%3:45 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Amy J who wrote (182474)10/28/2005 7:28:08 AM
From: Dan3  Read Replies (1) of 186894
 
Re: yet, you say Intel is a monopoly

Yep, you STILL can't buy a "corporate" PC in most configurations from any major US PC maker.
h10010.www1.hp.com
And, of course, Dell and IBM/Lenova offer no AMD PC's of any kind. (IBM offers Workstations and Servers)

At the same time, where buyers are permitted a choice, they overwhelmingly select the superior product, which is AMD's.

Check out the top 5 sellers in motherboards at NewEgg.
At the time I posted this, they were 100% AMD:
newegg.com

ASUS A8N-SLI Premium ATX AMD Motherboard - Retail $169.00

ASRock 939Dual-SATA2 ATX AMD Motherboard - Retail $69.00

ECS K8M800-M2 Micro ATX AMD Motherboard - Retail $48.99

GIGABYTE GA-K8N51GMF-9 Micro ATX AMD Motherboard - Retail $79.00

GIGABYTE GA-K8N Pro-SLI ATX AMD Motherboard - Retail $106.00

Here are the top 5 chip sellers:

Top 5 CPU Sellers on Newegg:
AMD Athlon 64 3000+ 1GHz FSB Socket 939 Processor - Retail $142.00

Intel Pentium 4 3.0E 800MHz FSB Socket 478 Processor - Retail $180.55

AMD Athlon 64 3200+ 1GHz FSB Socket 939 Processor - Retail $152.00

AMD Athlon 64 X2 3800+ 1GHz FSB Socket 939 Dual Core Processor - Retail $331.00

AMD Athlon 64 3500+ 1GHz FSB Socket 939 Processor - Retail $201.00

newegg.com

Despite this overwhelming preference for AMD's far superior product, AMD has been blocked from selling to the mainstream corporate market, where most of the buying dollars come from. There are zero AMD PCs are available with the single exception of an HP entry level box that isn't configured for this market.

The corporate market is far and away the most profitable for two reasons, the first is that buyers there are spending other people's money, so they buy themselves presents of high end, high margin PCs. The second is that corporations have their own support, so the PC sellers support costs are far less.

And the superior product has been barred from this market by Intel's monopolistic tactics.

But that's changing, thanks to the lawsuit. Intel is having to act legally, now, and because of that Intel's market share and ASPs are steadily declining.

Intel has been supplying close to 85% of the market from 3 to 4 FABs during the past 5 years. AMD has had a single FAB in that period.

AMD begins production at a 2nd FAB in Q1 and at a 3rd FAB in Q3. Thanks to AMD's lawsuit against Intel, they will be allowed to sell their products.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext