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

To: Scumbria who wrote (37488)	4/26/2001 4:26:31 PM
From: porn_start878	Read Replies (1) \| Respond to of 275872

"AMD may even keep a small performance advantage. I just don't see business customers moving away from Intel, without a significant reason." Maybe it's all about what the next ad campain will be : Please! Max

To: Scumbria who wrote (37488)	4/26/2001 4:35:07 PM
From: niceguy767	Read Replies (2) \| Respond to of 275872

Scumbria: "AMD may even keep a small performance advantage. I just don't see business customers moving away from Intel, without a significant reason." With the recurring P3 and P4 missteps by INTC over the past 18 months, I'd suspect many corporations are verging on switching...Unless P4 is able to clean up its act very shortly, I'd suspect, to use Elmer's favourite phrase, a "flood" of INTC corporate defectors to the Athy and the Pony camp as this year unravels!!!

To: Scumbria who wrote (37488)	4/26/2001 4:36:27 PM
From: Epinephrine	Read Replies (1) \| Respond to of 275872

RE:<AMD may even keep a small performance advantage. I just don't see business customers moving away from Intel, without a significant reason.> Scumbria, Hehe, we are looking at the same scenario from totally opposite perspectives. My contention is that in the presence of a price and performance competitive fully oem supported (top 3, mainstream business line) offering from AMD I don't see 100% of business customers sticking with Intel without a significant reason. :) Epinephrine PS: If a top 3 OEM fully supports an AMD offering then Intel's reputation is not a significant reason because far short of 100% of business customers put so much stock in Intel's reputation that they will be unwilling to consider the top 3 OEM's reputation instead. (something like... if Compaq is supporting it then we don't care what's in it cause Compaq will take care of us if there are any problems)