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Politics : Formerly About Advanced Micro Devices

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To: DRBES who wrote (26525)12/6/1997 10:54:00 PM
From: Ali Chen  Read Replies (2) of 1572531
 
DARBES, re: <other guys>. Spit on them. They are clueless morons.

BTW, you have to understand them. Their stock is heading south because of serious mispredictions for sub-$1000 market conditions. The other parameter in Intel fat-margin model doesn't work either - the Moore's law and it's fallacy for corresponding system performance. No performance - no high-margin sales. The Street started to realize this and does not trust their business model anymore, so every cent below expectations hits seriously the stock. IMHO.

About PC performance: all computers with the same chipset are IDENTICAL. The only difference may be when a manufacturer of MB (e.g. Intel), is unable to lay it out properly to get it work reliably at fastest chipset settings. Therefore the OEM (DELL) frequently hide control over advanced chipset features in their proprietary BIOS (to prevent lock-ups and instabilities at customer's sites). Because of Intel inability to engineer their boards, their boards work typically slower than the generic boards. It is well known fact for people-in-the-know, but apparently out of reach for stock-morons who prefer to read and trust Intel/Dell paid advertizing/propaganda. The massive propaganda is the only tool Intel/Dell can use to keep sales.

Regards,

Ali.

P.S. It sounds like my network provider screwed something up with my e-mail box - I do not see any new messages since their recent server upgrade. Will check it out. Sorry if someone have contacted me but did not receive any response.
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