SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 35.29+2.8%10:01 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tenchusatsu who wrote (74896)3/1/1999 1:59:00 AM
From: kash johal  Read Replies (3) of 186894
 
Tench,

>Re: You missed the point I made before. Businesses see no real
>reason to go with AMD at the moment. The fastest K6-III offers
>little advantage over the fastest Pentium III. And the Super 7
>platform still has a reputation for being rather unstable. It's not
>that businesses have a love-Intel-hate-AMD-just-for-the-heck-of-it
>attitude. It's because AMD lacks a real technological solution for
>the higher-end business market, a real differentiator that convinces
>IT departments to dump good ole Intel and go with new AMD.

You should read carefully what you have written.

I agree the KIII offers no real performance advantages over the PIII.

The real advanage is that you can buy fully loaded systems for $1200 vs $1600 from Intel comparing KIII/PIII 400Mhz systems.

For some businessess that's an important difference.

I am not predicting that AMD will capture 50% of the business market next quarter but they will increase their penetration as they have speed competitive solutions for the next 6 months.

AMD shipped almost 5.6M K6's last quarter.
Total shipped was 30M pcs in the quarter.

Home market was maybe 30% in units- or 9M units.
Even with 40% of the home market - or 3.6M AMD's.

That means they shipped 2M units into small business.

I think that clearly they will increase their penetration into the business market.

If you give some-one at a small company a budget of $1500 lets say.
You can buy a good PIII machine with a 17" monitor.

But you can upgrade your KIII to a bigger mintor and more features and still be within budget.

It is a fallacy to believe that business won't buy AMD because they are buying it today.

Regards,

Kash Johal
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News