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To: Steve Lee who wrote (28)	12/10/2001 10:59:47 AM
From: LTK007	Respond to of 238

<but more a case of "new PC or stick with the old one".> i have no need to ever buy another computer.I think this i what has been dragging on PC sales--the last generation is just fine.People are getting wise to this upgrade to P4 nothing but Intel trying get more bucks for what isn't needed anyway. Moore's law means nothing if consumers don't WANT more:) Basically i think the only people that rush to get that P4 are people that are what i call "tech-heads"(or people with PCs of a pre-Athlon/P3,and they can not support an industry. One of biggest problems in tech-land is the ever pounding hype to buy the newest/the fastest etc.,is getting dull for people who are not tech enthusiasts.And believe me there are a lot of us:) ----- JDSU downgraded it's future revenues today,and LOL, it now has doubled it's price during this run based on what??? Max

To: Steve Lee who wrote (28)	12/11/2001 11:45:26 AM
From: TimF	Respond to of 238

But people do buy the fastest and latest, and Intel always make sure that very soon after intro, the new processors come down rapidly in price. The net result is that new PCs from now on will be mainly P4. So the question is not P3/Athlon or P4, but more a case of "new PC or stick with the old one". Of course, AMD will drop Athlon prices seriously - probably to the point of bigger financial losses - in order to at least keep the low end. In terms of performance right now Athlon XPs are the high end, ahead of P4s. As both companies move to .13 and new designs come out that is of course subject to change, but I don't think Intel is going to see easy dominance. If the economy turns up both companies should do well from the increased demand, but if not the new production capacity that is being brought on line will result in over capacity and its possible that Intel could join AMD in having losses rather then profits. I think the competition will keep Intel profits from growing as fast as they might have even if the economy turns around. Tim