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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (61946)	6/17/1999 5:40:00 AM
From: Amy J	Respond to of 1573824

RE: "IAs will impact both intc's...amd's" IA shipments are projected to be 151M units by 2002 and consumer IAs shipment will eventually outpace consumer PCs shipments, per IDC. ...and now that MS has IAs (to deploy MS CE/MSN portal) on their "everywhere/anywhere" radar, like they did with PCs... IAs might be growing a little faster than expected because of the ISP push (e.g. AOL) RE: "proportionate rate as in the US. And I am not sure that that will happen." Good point - however, a small penetration rate on a larger population base yields larger unit shipments than a larger penetration rate on a small population, like the USA. i.e. 65% of 120M = 78M first-time PC units. But 10% (significantly lower penetration rate) of 8B = 800M (yields higher shipments.) RE: "If IAs ...may become the inexpensive substitutes for the pc." In the low-end consumer market, IAs could lead the initial sale (maybe with an upgrade to a PC), or become an add-on sale to the centralized/synchronized home PC. But, the consumer PC market is not the entire PC market, nor has the consumer market yet experienced the effects of widespread broadband deployment. While IDC suggests IAs will outpace PC consumer shipments, IAs aren't predicted to outpace total PC shipments. RE: "Now if you [have] very little disposable income what are you most likely to buy: a tv AND a pc or simply a tv?" In the scenario you describe, I'd buy a PC, not a TV, because I'd want to invest in my education (i.e. PC) rather than TV (i.e. entertainment) to improve my situation. But, you're right, households with a lower disposable income will be apt to buy IAs. The TV/PC will merge into one home device (thanks Microsoft's TV API/Server), so this will help deployment of the PC (as people will only have to buy one device, not two.) And if I were an Intel investor at Intel's CC I'd quiz them on this, i.e. "How are Intel's design-wins coming along MS TV?" RE: "the talk of dell becoming an ISP." The ISP is an extremely powerful control point for deciding which products win/lose,or have a competitive edge, in the market place. It's not like Dell could align exclusively with Microsoft's ISP business and considering how eMachines aligned with AOL... RE: "As for servers I don't know how much of an inroad either intc or amd can make against sun" Intel can do volume efficiently. Can Sun? Regards, Amy J