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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (11199)10/2/2000 8:53:08 PM
From: Andrew ShihRead Replies (1) | Respond to of 275872
 
Scumbria,

At this point, there isn't a whole lot of incentive for
Moto or IBM to do that much development for Apple. The
% of revenue that Apple represents is probably < 1 % for
Moto.

What AMD needs to do now is more advertising. In the long
run, branding is far superior to pricing power. If the
AMD brand were as strong as Intel Inside, they could
command the same price premiums and far better margins.

-Andrew



To: Scumbria who wrote (11199)10/2/2000 9:34:54 PM
From: THE WATSONYOUTHRead Replies (2) | Respond to of 275872
 
The problem with G4 isn't the architecture, it is the brain dead implementations being done by Moto and (formerly) IBM engineers.

Please elaborate.

THE WATSONYOUTH


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