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: Road Walker who wrote (86765)	1/12/2000 6:34:00 PM
From: kash johal	Read Replies (4) \| Respond to of 1573900

John, Re:"brand strength" Yes Intel is a much stronger brand but AMD is getting stronger. Also folks value the boxmaker as well IBM,CPQ,Dell are great computer brands as well. Too many more cockups and we'll see Intel relegated to lower than AMD status - such as a willamette delay until 2001 etc. regards, Kash

To: Road Walker who wrote (86765)	1/12/2000 6:58:00 PM
From: Greater Fool	Read Replies (1) \| Respond to of 1573900

>>If you ask 100 consumers I take it you have done so? While I agree with you that Intel has done a terrific job of making people familiar with the Intel brands, I disagree about that familiarity's significance to computer sales. Computers are becoming less complex and expensive, anyway. The significant brand recognition, as computers have gotten cheaper, is with the PC manufacturers (Compaq, Dell, Gateway), not the processor. The bulk of consumers want computers for e-shopping and e-mail and maybe to surf the web; their concern with computers is not so much how whiz-bang fast they are but how they'll use it to get around. So a fast modem, a cable modem, satellite dish, or DSL are their purchasing concerns now. I'm presenting this as an extreme; consumers still care about the processor, but the processor is no longer -- for the moment at least -- center stage. If you ask consumers to name a maker of a computing device that lets them get stuff done, most would name a PC maker. I'll bet some stubborn folk would name Bosch as the maker of the chip that runs the fuel injection in their car. And the truly nerdy would name their own brain.

To: Road Walker who wrote (86765)	1/12/2000 7:09:00 PM
From: Bill Jackson	Read Replies (2) \| Respond to of 1573900

John, You knowledge of history seems OK, but your recent knowledge is sorely lacking. The Athlon has been well represented at retail for some months now and the new buy consumers know what it is as they have choices at retail. Dellerites and Gtweans perhaps not, but IBM, CPQ and all the SD shops have been educating people and they appreciate it. Now they know that the parts are 100% compatible and the AMD parts have far fewer listed bugs and they learn fast, and this is Joe Sixpack. Techs know all about it and buy the Athlon almost exclusively as they want the max Mhz/$$ ratio. There must be a number that expresses the performance per $, like a Reynolds number or some such, so we can quantify this. So no assumption that Intel is a shoo-in to any buyer is valid now. They want MHZ and $$$, those are the questions. Why are you so loyal to Intel? own lots? well it seems to be doing well these days, at least until the chickens come home to roost, earnings wise in the following year. Bill