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

To: Paul Engel who wrote (139963)	7/23/2001 2:49:15 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Paul, <<<AMD sure pulled in some BIG HORSEPOWER for that endorsement !!!>>> At the risk of being publicly humiliated by your nemesis, Ali Chen, it seems, he does not limit disparaging comments to Intel: Message 16081894 <<<Doug, "You think the problem is AMD can't command high enough ASP's because of their marketing. I think they can't command high ASP's because the overall supply of CPU's greatly outstrips demand" And I think you both are wrong. The problem of AMD is in poor platform/chipset engineering. All other market problems are consequential. AMD cannot command high ASP because their algorithm is: a) first delivered platform is usually too "fragile"; b) usually the so-called "performance bugs" are of last priority to fix, resulting in diminished system performance; c) as result, the system performance is not compelling enough for OEM to make a decision of high-volume build; d) when performance bugs are fixed, it is too late; systems must be sold at discount, with heavy implications on processor's ASP; e) AMD promises to OEM a new improved platform; f) GO_TO a); - Ali P.S. Corrections to the above algorithm are welcome <g>. >>> Maybe there is hope for Dan and Pete. There may be a cure. Mary