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

To: niceguy767 who wrote (20480)	11/25/2000 4:02:29 PM
From: Buckwheat	Respond to of 275872

NG, I'm sorry to inform you that the average life cycle of a PC (consumer and business) is probably significantly longer than you think. If I had to guess I would say that consumer PCs are kept an average of 3 to 4 years and business PCs average 4 to 5 years (maybe longer). It is interesting to note that you zeroed in on the 200 to 300 mhz segment that was due for replacement. Some of the popular thin client PCs that are currently being shipped have 233 mhz NSM processors. I think IBM's NetVista line of thin clients also runs this CPU. My point (on the business side) is that lowered powered PCs run just fine in many instances and are easier to maintain than the fully loaded speed demons. The profitable segment here is the applications servers that are used to serve up apps to 40. 50, or more clients. I guess it is fortunate that the consumer space has done so well during the past few quarters as opposed to the business space. Hopefully this will continue to buy AMD more time to develop some good MP solutions. Buck