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: The Duke of URL© who wrote (183643)	3/4/2006 10:35:14 AM
From: smooth2o	Read Replies (1) of 186894

Well, like Sarmad said, reportedly some of this is due to chipsets. Some others think it's entirely AMD's "right" architecture that is compelling (and therefore, is a disruptive event). And then, there's the fact that Intel has not been competitive with their products (although very close, close enough). Let's see, what goes away... Limited manufacturability with AMD...nope. Non-competitive Intel products....yep. Chipset problems...yep. Higher Intel pricing....yep. AMD's performance advantage....yep. AMD's leadership throne.... yep. Recently, I visited CC and instead of just counting machines (~50/50 and one Sony Core Duo), I talked to the salesperson. He, like many others, I am sure pick up tidbits of this stuff (Yahoo?) and pass it along to their customers. I wanted to find out how much he really knew and wound up "gently" straightening him out on a few concepts in his selling guides and facts he didn't know. He was selling brand names more than processors. He was very grateful. When you sit in the store with a 50/50 mix, it's not hard to have at least 50% of the market. Smooth

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