Jim, >>>I still remember shelling out $600 for a 486 66MHz Overdrive chip in 1994.<<<
Has that changed? I mean in terms of absolute numbers of high end users willing to pay top dollar for screamers.
Even without competition, what would adoption rate into homes be if prices were not lowered dramatically?
What was adoption rate into homes in 1994 versus what they are now? and, what they will be five years from now?
Isn't landscape for highend IA32 and IA64 next year the same as your landscape in 1994 for the entire market now?
Remember Intel thinks that by 2001 IA64 revenue will equal IA32 revenue.
How long can AMD keep up with Intel in terms of technology (i.e., creating standards, manufacturing efficiencies, processing speed, et al.). Does AMD have the resources to keep up?
With respect to Microsoft as a monopoly. I don't get it? In the office software products area, doesn't Lotus and Corel make a competitive product (equally good). Why is that different than what exists between AMD and Intel on the low end in mpu? Why are the competitive dynamics different?
With respect to OS, isn't there various flavors of Unix, Linux, Apple, and IBM MVS on the high end? And, at any moment, some genius can pop up in the unlikeliest places, (maybe Reykevik, or some such) and challenge Windows, NT, et al.
Is it likely that someone can popup with a new mpu and put it into production?
In an earlier thread, you said in referring to AMD >>> now for the first time they have sold more CPU's in one month than INTC.<<<
Isn't that caused by a lag time. Intel was production constrained in the low end as they couldn't meet demand for the high end market in the fourth quarter (Oct, Nov, Dec). The new Celeron started to ship in volume in January and is not likely to show up in the retail channels until sometime later.
BTW. Welcome back. Haven't seen you here for a while now. Did you miss the last Intel move up?
Regards,
Mary |
