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

To: niceguy767 who wrote (38285)	5/4/2001 10:54:56 AM
From: Tomcat	Read Replies (2) \| Respond to of 275872

Niceguy: "It's not a matter of if, but a matter of when..." I would like to agree, but history shows that INTC always manages to persuade these companies to stay INTC. None of these companies like risk and moving to AMD is a perceived risk. Stupid focus groups show that IT managers "never get fired for buying Intel inside". Kind of like it was with IBM awhile back. Price is really the only thing I believe that could get large companies to purchase non-Intel boxes. How much cheaper can an AMD box be than an Intel box? How much cheaper does it have to be? For a large corporation that buys 1000's of pcs, it probably does not need to be that much cheaper. I have to admit that with the economy and the recent success of AMD, the time couldn't be much better for HP, CPQ, or IBM to be seriously looking at a commercial AMD box. Everything else has to line up though. A stable supply of processors, chipsets and motherboards. The day AMD boxes are accepted by IT managers in large companies, there will be no turning back. Intel knows this and will do anything to keep this from happening. INTC can put the big hurt on any OEM that does not play their game. Advertising dollars and allocation of server processors are like cocaine to these OEMs. It will be difficult for them to kick the habit. Here's hoping anyway.