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Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: Steve Porter who wrote (1216)10/10/1997 6:33:00 PM
From: Richard Tuck   of 6843
 
I don't see much fragmentation, just segmentation. The difference is that Intel still dominates everything above the sub-$1000 consumer PCs segment. This bottom tier segment pops up every time the need for high-end PCs is not apparent. Usually, the bottom tier disappears quickly when something on the high-end becomes "essential."

The closest thing we've had to actual fragmentation in the 1990s is when the Pentium came out in 1993. At that time, competitors came out with the PowerPC, MIPS R4000, Alpha, and UltraSPARC (or SuperSPARC2 - I don't remember exactly). All of these processors could run Windows NT and several had advantages over the Pentium. Since NT didn't hit it big (at the time), the other processors did not end up chewing up Intel's market share.

Currently, we have a slew of information appliances, NetPCs/NCs, and sub-$1000 PCs fighting for the low-end buyer. That's where the fragementation is. Socket 7 is on its way out and no one is going to follow AMD into the wilderness on an upgraded Socket 7. Intel still sets the standards and as time goes on, expands its reach beyond the CPU and chipset to the I/O and power supplies.

Richard
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