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


To: Road Walker who wrote (58905)10/17/2001 5:59:05 PM
From: Jim McMannisRead Replies (1) | Respond to of 275872
 
RE:"Thanks for setting me straight. I didn't know it was you making the rules."

Seems to me that Intel makes the rules and all the sheep follow right along. Sporatically they protest but then forgive Intel.

I know one thing, it would be like pulling teeth to get Intel to admit that they include X-box chips. If someone gets proof...they can make a name for themselves...
Mike or JC or Anand...?

Jim



To: Road Walker who wrote (58905)10/17/2001 8:08:08 PM
From: fyodor_Read Replies (1) | Respond to of 275872
 
John: Thanks for setting me straight. I didn't know it was you making the rules.

Jim isn't making the rules.

Intel claim they have 70-80 percent market share or whatever in Q2. All of a sudden, they start shipping PIIIs into the console market. Now they count these shipments as part of their "market share", but if they do so, they should also count the whole console market - which would result in a massive market share loss for Intel ;-).

You can't have it both ways.

-fyo



To: Road Walker who wrote (58905)10/17/2001 10:23:05 PM
From: combjellyRead Replies (2) | Respond to of 275872
 
"Thanks for setting me straight. I didn't know it was you making the rules."

Think about it for a moment. Consoles, webpads, PDAs and set top boxes are almost totally non-x86. There is no compelling reason for them to be, and quite a few reasons for them not to be. Yes, Intel does make the StrongARM and XScale processors which are used in some of those markets, but even the PDA market is dominated by the DragonBall processors. If you include these, then why don't you include all of the other embedded applications? They are processors too. Of course, if you did, you might find someone like Microchip with the largest market share. But their ASP is closer to a $1...

You need to know a bit more about these things before you spout off like that.