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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: buck who wrote (21550)3/28/2000 12:35:00 AM
From: JRH  Read Replies (2) | Respond to of 54805
 
Buck:

I stand corrected! I haven't built a PC in a while and I just assumed that the two mobo's would have been the same (as the Socket 7 sets were)!

Justin, with a Celeron in his box :0)



To: buck who wrote (21550)3/28/2000 8:03:00 AM
From: Seldom_Blue  Respond to of 54805
 
Buck,

You are correct. Intel Pentium-IIIs and AMD Athlons use different motherboards and they are not interchangeable. I run a company that is in the system building/intergration business, so I am very familiar with this.

AMD Athlons are great chips. They are very fast. They do not appear to have many problems. The problem I see is its value chain, i.e., the motherboard manufacturers. We have a good selection with Intel chips, some very high quality ones, some very inexpensive but low quality ones. With Athlon, one does not have too many choices. Besides, even good motherboard manufacturers like Asus does not produce a good Athlon motherboard up to their normal high standards. It is probably due to the fact that MB manufacturing is a volume business. If there is not enough volume, people do not take it seriously. There is definitely much more volume in the Intel line than AMD line.

AMD is having a tough time here. The only customers (in my place) who buy Athlon systems are those early adaptors who read PC magazine and believe every benchmark test they read, or those who have been told by the said type. Things are looking up a bit for them, but they still do not have a good inroad into the corporate market.

I see the PC business in the late stage tornado, with other storms brewing on the horizon. AMD is still trying to cross the chasm at this point with Athlon. If they should do so successfully, they can proclaim themselves as prince. The question is will they have enough time to make some money before some other tornado sweep past the PC tornado.

Seldom Blue