Actually I don't smoke, MJ or otherwise.
I personally would rather buy a microprocessor that is 10-20% faster and 66% cheaper. I think your idea of buying Intel only is much like what it was like to buy Japanese products in the early sixties. If you could buy American, you always bought better,m more durable quality. But in the 1960's, while no one was looking, Japan 'clones' of everything became the quality item. Not that Intel is poor quality, its just that Cyrix and AMD have equal qualtity for less cost.
I compare light bulbs to miscroprocessors because they are both commodity items that can be manufactured with approximately the same specs and same quality.
Check out the news stories and Cyrix, AMD threads. You will have ample references to the fact that far from gathering dust, the clones have been flying out the door since late in the third quarter.
A Geo-Sprint in comparison to a p54, Pro is like comparing a K5, 486 to a Pentium. I think a better comparison of the 6x86, m2, K6 class cpu's is a Ford Cobra, or a Chyrsler (whatever they call their souped up sports car) to a Corvette. Doesn't quite have the name, or the chachet, but definitely is in the running, and in some cases is a superior product.
The microcode has nothing to do with the architecture of a microprocessor, it has to do with the operating instructions, or program of how the microprocessor executes various tasks.
Here's another secret, Paul, who is quite knowledgable, now owns CYRX and AMD.
The MM have limited effect on the market the size of the Intel market. What your seeing is the realistic appraisal of investors who recognize that the game is changing. Large block trades by institutions were overwhelming biased towards sales of INTC and purchase of AMD in the last two days. CHeck it out on the AMD board.
Just my opinion, but blind affinity for a stock can lead to an unhappy ending. MU, IOMG, AOL was initially rewarding, but then very painful for a lot of people. |
