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.

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

To: Dan3 who wrote (21705)	12/7/2000 2:19:00 AM
From: Charles R	Read Replies (1) \| Respond to of 275872

Dan, <There's a big difference between 1GHZ vs. 866 to 933 and 1GHZ vs. 450. There is also the issue of not having systems much faster than the ones you sold 2 years ago resulting in your customer base having no reason to upgrade.> Once someone has a PC of reasonable MHz the impetus to upgrade is unlikely to be MHz unless the person is a hardcore gamer or technology buff. There has to be a compelling reason to upgrade. As an example, I have a PMMX 233 and feel no compulsion to upgrade due to 1.2GHz Athlon or 1.4GHz P4. However, I would be compelled to throw away my current system if I find a ~$1K laptop with a 13+ inch screen and built-in wireless support. Earlier you said: "Apple may be dead if they don't get better processors from IBM, Motorola, or someone else." What I am saying is that Apple expects 30% shortfall to expectations for the quarter. Gateway sees PC unit demand 30% less than expectations for the days leading into Thanksgiving weekend. It is not clear to me lack of MHz is the driving factor in one of the cases. Especially when one considers that Mac is a dying platform for reasons that have nothing to do with MHz. I am a lot more inclined to believe that the slowdown has to do with economy and to a smaller extent the lack of compelling new applications that require beefy PCs. Chuck