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

To: Elmer who wrote (152655)	12/16/2001 11:27:21 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Elmer wrote all the major OEM has dumped Athlon So Compaq, HP, Sony, and Micron are what, mom and pop screwdriver shops? And you complain that what I post is inaccurate.... It really galls you that AMD is continuing to gain share, despite everything Intel has done in an attempt to stop them. Now Intel has trashed ASPs in desktop machines, because that's where AMD was strongest, and trained buyers that they should pay more for ultra-light notebooks and compact desktop systems. But from next quarter forward, it's Intel that is shipping processors that use more power for a given level of performance and so need big desktop boxes and can't be used in ulrta-light notebooks - where the less power hungry Athlon has a huge advantage over the P4 core. And AMD is making steady progress in the workstation/server market with new motherboard entries from Tyan, Asus, Abit, and Microstar coming out this month - all with 64bit/66MHZ PCI slots to accommodate 3 channel RAID controllers and Gigabit NICs. As AMD moves to SOI in H2 next year, its advantage in notebooks and dense servers will become more and more compelling. While Intel has trashed ASPs in the one segment it will be strongest in next year.

To: Elmer who wrote (152655)	12/16/2001 11:39:11 PM
From: whortso	Read Replies (1) \| Respond to of 186894

>The boards are full of reports of unstable AMD systems. Everywhere you look are reports of system crashes. Meanwhile all the major OEM has dumped Athlon. A connection? You can make up excuses but I don't think anybody is believing it. I think there are some major OEMs still selling a few Athlon systems though they are probably just tokens. My experience is similar though to what you describe. Athlon systems are flakey and everybody I know who has an Athlon has had one problem or another. It just goes with the territory. You get a cheap system so you just have to live with these problems. Is that really so bad considering the price savings? The Whort