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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: chic_hearne who wrote (36371)	10/11/2000 3:52:47 PM
From: QwikSand	Respond to of 64865

OT: I walk into the computer parts store and look at the price lists, comparing Thunderbirds and PIII's. Then I go home and build a machine containing each one. I notice the Thunderbird performs better and costs 60% of the same-speed PIII. (It does run a little hot though<g>.) A Thunderbird 850 for $239 retail quantity 1? That's ridiculous. I guess AMD can screw things up, anybody can. Still, it's hard to see how they can't increase their share and grow even if the PC market is maturing. I don't know what Intel's discounts are to these boxmakers, but if I can buy retail Qty 1 that cheap, AMD must be able to give these guys better prices than Intel, and they're all under margin pressure. The problem is probably chipset supply. The new VIA K(X)133-based motherboards are some of the best I've ever seen; I don't know how many of those chipsets VIA can fab. Somebody still needs to sign up to build a hammer box. Per the Register, at this point MSFT is openly boycotting it and that's a problem. AMD would appreciate dramatically if somebody big came on board. --QS Edit: I meant $159...$239 was a few weeks ago.