Jim,
<If you an Intel investor and think the CPU ID is overblown and are putting your trust in Intel you'd better take a look at this.>
This poll means little,IMHO. My guess is that most who are voting feel they would be adversely affected by this feature. For example, if I set up a poll that asked if all teachers should get a 25% pay cut, who do you think is going to make it worth their while to vote on this issue? The teachers, right? The reason for such an in-balance in votes is because the vast majority of people are either indifferent or feel it will not adversely affect them. The same is true for the issue of the ID. IMO, the vast majority of PC users feel this is a non-issue and will accept the product. That's how, I feel at least. Only time will prove if I am right.
As for your announcement of the Gateway-AMD K6-3 product, it will be good for the AMD ego's and a pop for AMD stock. But the real issue is not who is selling AMD chips, but in which market segment they are being targeted. The key issue is segmentation. You realize that with the introduction of the K6-3 AMD will face the same problem Intel has faced for a long time, and that is cannibalization of one product from another. AMD's hope is to make sure the K6-2 competes in the entry level PC segment and the K6-3 competes in the middle segment against the PIII. I think that part of the delay in the K6-3 is their attempt to create enough difference in the two products such that cannibalization does not occur. If they succeed great for AMD, otherwise the competitive landscape of the CPU market between Intel and AMD will be little changed by this announcement. BTW, since Gateway has not announced an entry level system with AMD's K6-2, seems to me that the Gateway-K6-3 system may be such a system. Not good for AMD, IMO. Again we will have to wait and see.
Good luck with your AMD.
SK |
