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


To: survivin who wrote (112338)5/24/2000 10:54:00 AM
From: prybior  Read Replies (1) | Respond to of 1583389
 
"For the past few months, for instance, the fastest and most expensive consumer PCs have been based on AMD's Athlon processor. Intel-based computers have largely occupied the middle and budget tiers."

Today in the morning I had an interesting talk with my taxi driver, an approx. 50 year old man. First we talked about MSFT, their behaviour and the prospects. Then, he was really amazed about an advert in the newspaper showing a system with an Athlon CPU. He was impressed about the price of this 800 MHz box, particularly because of the AMD CPU. He told me that these Athlons are really good and he is considering buying one. I got the impression that he planned to buy the machine based only on the fact that it had an AMD processor.

That was really funny. Never had expected this when I got in that car. It seems like the shortage of high performance Intel CPUs in the last couple of month showed people that there are alternatives. Until mid of last year I own a small computer and network service company and my customers bought AMD processors merely because they were cheap, not because of their MHz.

Unfortunately, in the bank where I work here in Frankfurt, Germany, you will not be able to find one AMD powered system this year.

Just my $0.02
Andre



To: survivin who wrote (112338)5/24/2000 11:06:00 AM
From: Bill Jackson  Read Replies (1) | Respond to of 1583389
 
survivin. AMD is making gains in mindshare and socket space on all fronts. Intel's problems have opened a door.
As they say Intel has let the camel's nose into the tent.

As you know once the nose is in the rest of the camel soon follows and you are forced to share the tent with the camel, same as Intel must now share the entire CPU space with AMD(servers chips too...soon)

Bill



To: survivin who wrote (112338)5/24/2000 11:57:00 AM
From: tejek  Read Replies (1) | Respond to of 1583389
 
Unfortunately, Boucher has again ventured out from his rock with a few amazingly "insightful" comments. If he keeps it up, he may take Kumar's place as chief AMD fudster/hack.

Well its working...AMD is down 4 plus and Intel is up 3 plus.

This correction now has broken the back of but one of my stocks. If things stay the way they are today, I will have a a margin call. I think its time to cash in completely.

ted