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

To: andreas_wonisch who wrote (46626)	7/8/2001 6:53:20 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

Andrea, If the A4 was a pin for pin drop in like the 486 and earlier products there would be no such barrier to entry. Consider that the OEM needs to make and test another mobo and power supplt. cases and all other parts can be the same. Unless you give the OEM an offsetting incentive they will not bother, esp with the very low margins we have seen recently. So we now have a large OEM support infrastructure springing up for the SD shops. they can buy mobos and cases and power supplies as the clients wants. that is why AMD is making gains there. Those the use a custom mobo to stop the client from having an upgrade path are the hardest to change, they are in a trap of their own making. I would like to see a mobo made to retrofit Dell and IBM and CPQ ssystems. trouble is the power supply would be insufficient. The proprietary system makers will not use standard mobos as theat would allow all the white box makers to capture the upgrade market with a new mobo and power supply. that would cost a system sale. CPQ/Dell/Ibm want their boxes destroyed and never sold again. Witness the much ballyhooed recycling programs at IBM and HP. They charge clients to take systems away and crush them. systems that are perfectly saleable in a secondary market. I am not sure what Dell does, crush or resell. Bill