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


To: wanna_bmw who wrote (160347)2/26/2002 9:21:32 PM
From: Dan3  Read Replies (2) | Respond to of 186894
 
Re: Intel was never a really big name company until they launched the "Pentium",

Take a look at this link:
mgt.smsu.edu

The table below compares the operating margins of Intel and its biggest rival, AMD, from 1986 through 1990.
       1986  1987  1988  1989  1990  
AMD -13% -3% 3% 6% -3%
Intel -11% 19% 25% 22% 28%
The 386 was launched in late 1985, became generally available in 1986, and was adopted by IBM and widely sold starting in 1987. Selling the "next generation of chips", 32-bit against 16-bit chips, let Intel come to dominate the industry, and AMD is following that rather obvious path to take control (well, try to take control) of the mainstream desktop, workstation, server, and mobile markets.

Today's "next generation" is 64-bit chips. That's a big marketing card to play. Intel decided to use the 64-bit "card" to let it segment the high end and the low end. If Intel controlled the CPU market, as it expected to when this strategy was adopted, that strategy would have worked beautifully, but as it is it's beginning to look like Intel's segmentation strategy of making its 32-bit desktops, workstations, notebooks, and small servers the "low end" is blowing up in its face.



To: wanna_bmw who wrote (160347)2/26/2002 9:26:36 PM
From: combjelly  Read Replies (1) | Respond to of 186894
 
"but I don't recall Intel ever doing the same thing"

But that was the whole point of the 386, it certainly did not have higher performance than the 286 of that time for the existing code base. Windows 3.1 (or even 3.0) wasn't out until the 486...