To All, A wonderful day for news. First, the truth about Dell is starting to slowly seep out. Then, two interesting items from CNET. One is a story about Intel and AMD that I found very enlightening. It seems that AMD is kicking Intel's hairy butt up between its shoulders, but since it looks so much like their face, some have yet to notice the difference. <G>
A few choice quotes from the piece: "AMD is swamping Intel at retail stores across the nation." "...at CompUSA, the largest retailer, where desktop pcs using Intel processors are completely absent in some lines." "At some stores on the East and West coast, CompUSA had no Compaq systems on the sales floor using the Intel processors." "AMD is using its beachhead in US retail to push into other spaces that have historically been Intel-only market segments, such as notebooks, direct, and possibly even the corporate channel."
Very telling is that AMD is beating Intel in the consumer area, where there is still unit growth. Intel still dominates corporate sales, where revenue growth is very negative and unit sales are in a swoon.
Another CNET article talks about big price cuts on notebooks. Apple is cutting PowerBooks up to $700. Dell is bringing out a notebook with more power and features at a lower price.
Folks, da margins, they be dying.
Good Luck,
MB |
