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: kash johal who wrote (109530)	5/6/2000 12:40:00 PM
From: TimF	Respond to of 1577883

But with a $100-150 system price differential at retail what percentage of folks will buy the $500 Intel Timna 600-700 vs the $650-700 Duron 700-800Mhz. Lot of first time buyers are likely to pick the Intel solution IMHO, for the cost and the brand and frankly the adequate performance for web access/msoffice etc. I might not be a typical low end computer buyer, but I would pay $650 for a Duron over $500 for a 100mhz slower Timna for a second computer (or first if I put off buying a Tbird so I can keep more money invested), and that is not just because I'm long AMD :) A 700 to 800mhz Duron will not be top of the line but should be enough not just for web browsing but for games or just about anything I would use the computer for. A 600mhz Timna would probably struggle to play new FPS or flight simulator games that come out in 2001. Tim

To: kash johal who wrote (109530)	5/6/2000 4:23:00 PM
From: hmaly	Respond to of 1577883

Kash Re..<<<<<But with a $100-150 system price differential at retail what percentage of folks will buy the $500 Intel Timna 600-700 vs the $650-700 Duron 700-800Mhz. Lot of first time buyers are likely to pick the Intel solution IMHO, for the cost and the brand and frankly the adequate performance for web access/msoffice etc. <<<<< Kash, the point I believe is which processor is likely to lose sales to Tinma, Celeron or Duron. Duron is likely to be higher performance and as cheap as celeron; so a cheap Tinma will most likely replace the chip whose performance is simular; which is likely to be Cereron. In fact, Duron will likely steal a lot of PIII and lower mhz Coppermines. Secondly, the sweet spot for computer sales has risen and a higher percentage of people are getting away from low end and opting for mid-range computers. Thirdly, a lot of people will pay the extra money if they feel they are getting a 25% better computer, which is likely to be the case. Personally, I think being the cheapest is overblown. Intel has thrived all of these yrs not by being cheapest but by giving value.