Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Process Boy who wrote (64855)	7/12/1999 11:34:00 AM
From: Kevin K. Spurway	Read Replies (1) \| Respond to of 1580032

Re: "A better analogy of INTC vs. AMD may be Coke vs. Pepsi. They get pretty down and dirty. President's Choice is analogous to Rise, IDT/Centaur, Cyrix, et al, IMHO." As with all things the truth probably lies somewhere in between. For a while in the 1980s Pepsi actually exceeded Coke in sales. Kevin

To: Process Boy who wrote (64855)	7/12/1999 12:29:00 PM
From: Tenchusatsu	Respond to of 1580032

<A better analogy of INTC vs. AMD may be Coke vs. Pepsi.> Not really. I'm a loyal Pepsi drinker. ;-) Tenchusatsu

To: Process Boy who wrote (64855)	7/12/1999 12:54:00 PM
From: Charles R	Respond to of 1580032

PB, <A better analogy of INTC vs. AMD may be Coke vs. Pepsi. They get pretty down and dirty. President's Choice is analogous to Rise, IDT/Centaur, Cyrix, et al, IMHO> That is a perceptive statement, IMHO. There is certain amount of brand equity that comes into play but most retail customers pick up a "soda", usually some flavor of Coke or Pepsi. This is somewhat akin to what you see on the retail market share of Celeron Vs. K6. The high volume institutional soda customers go for Coke or Pepsi for a whole host of reasons that are pretty complex. This is is somewhat similar to the higher volume business PC segment! Now, to make sure I don't come across as dragging this comparison too far, let me state that, unlike sodas, Microprocessors are far from being commodities. But, nonetheless, a good indication why a #1 (Coke or Intel) remains a #1 for a long period of time. Chuck