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

To: Bilow who wrote (53551)	9/1/2001 4:10:10 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

Carl, thanks for the explanation. I have no doubt that on an individual basis, a few people here and there can be convinced to choose the superior product over the product with the brand name. Traditionally, as long as Intel had the brand name, they could be inferior in price, performance, and price/performance, and still sell their product. Now, I think it's going to be required that Intel get at least one out of the three, and that's probably going to be performance. Intel seems set at maintaining their server and corporate markets, as those are the most loyal customers. Consumers tend to be the most fickle. Techniques like hyperthreading may allow Intel to keep the performance crown in this segment, so it may not be as hard as you think to retain their customer base. I do agree that as long as AMD's products are vastly superior, Intel can't hope to sell by name brand forever. However, I think AMD lost the vast superiority advantage in Q1, and ever since, Intel has been closing in. Only in this quarter do I think they have surpassed AMD. There may be some conquests back and forth at this point, but I think Intel's future product roadmap is looking relatively strong. I don't know what to expect from K8, but likely AMD will not be able to hold on to performance with the K7 core. That's just MHO. wanna_bmw