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

To: Scot who wrote (86743)	1/12/2000 3:17:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1573850

Scot, Thank you. But I already knew what Commoditization meant. I wanted Greater Fool to define it. I would then make the point that CPU's will not be commodities since there are only couple of suppliers. Also supply is not very elastic due to fab cost, capacity and CPU proprietary design. Some arguments could be made in favor of DRAM, SRAM and flash becoming or being commodity, but not CPU. Mani

To: Scot who wrote (86743)	1/12/2000 3:24:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1573850

Scot, Right now the Athlon and P-III are virtual commodities since you cannot tell what part is in an operating machine unless you view the bootscreen or run a probe from a site that interrogates your system to ask it to say what is the CPU is? Just like gas there is no way of telling unless you look at the signage. In fact a slight recompile on the BIOS and that can be kept secret too. So we are there now. True the sockets differ....so do car engines. Bill