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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (128178)	2/23/2001 1:42:14 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Joe - Re: "Suppose 500 MHz is all you need. Suppose a competitor offers 750 MHz for the same price. Now customer, who knows that 500 MHz is all he needs, will see 750 MHz in the store for the same price, which one do you think he will buy?" You just made Intel's POINT !!! Intel offers a 1.5 GHz Pentium 4 - and P4 system prices are the same as the 1.2 GigaHumper systems - maybe cheaper if they (GigaHumpers) use PC2100 DDR. Ergo - many customers will see Intel's Pentium 4 as the right choice - as current sales trends support. Paul

To: Joe NYC who wrote (128178)	2/23/2001 1:56:09 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Joe, <Suppose 500 MHz is all you need. Suppose a competitor offers 750 MHz for the same price.> I thought this was my point. The key words are "same price." But price hardly ever factors into "processor-macho" debates. You never see "Alpha/Power4" Rob Young arguing on the basis of price, do you? ;-) <What does that mean? [greater control over the software]> It's easier to get the server software guys to optimize for a particular platform than it is to get mainstream software guys to do the same. This is because server software developers have a smaller, less diverse customer base, so they can more easily custom-tailor their software toward the platforms they will support. It's the same concept that drives AMD's plans for x86-64 adoption. The server software guys will be the first (they hope) to make the 64-bit migration, not only because they could use the 64-bit addressing, but because it will be easier for them than, say, the guys doing Microsoft Office. Tenchusatsu