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: Mark A. Forte who wrote (43106)	6/7/2001 8:49:16 AM
From: niceguy767	Respond to of 275872

Mark: "Having worked with Servers The price of a server within a few hundred $ is not very important. It's the data on them that is of great value. No major player is going to risk his neck with a million dollars worth of data to save a few bucks. The consumer market is an easy penetration because PCs are sold and bought by people who don't know $hit, just $." That is the current INTC "spam" for sure...When INTC can no longer compete effectively on a price/performance basis in the consumer, mobile and low server space, what other response choice does INTC have...Sounds like a rehash of Paul's "stability" chant in reference to the P4...I'm not suggesting it's not a hard nut to crack for AMD, just suggesting that it is almost amusing to hear the ramping up of the "INTC stability" theme now that AMD has stepped into the ring with its superlative competitive offering!!! What an INTC devolution has been witnessed over the 2 year period...Think about it...Two years ago, INTC had competition in only the low end consumer and, to some extent, in the mobile space...Today, INTC's product offerings across all MHz ranges in the PC and mobile space have been relegated to second best on a price/performance basis, and the way things appear to be evolving, AMD'll have established price/performance leadership products across all 4 spaces (consumer, mobile, server, workstation) by Y2001 yearend!!!