Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dan3 who wrote (155677)	4/12/2005 1:05:22 AM
From: Sam Citron	Read Replies (1) \| Respond to of 275872

Not so fast. Lenovo is not yet a trusted brand in the West. It takes time to establish the reputation that Dell has and I doubt the Chinese can dethrone Dell. If they can maintain IBM's quality and cut costs dramatically, they might pull it off, but it's still a long shot. Michael Dell is special. And he's still pretty young.

To: Dan3 who wrote (155677)	4/12/2005 2:37:17 AM
From: aleph0	Respond to of 275872

Dan3, good point ! Asus has a similar story in the mobo market! Some 10 years ago, when Asus was very small, I used to recommend people buy their mobos. They accrued capital over time and got big enough to have an "own representation" world wide. The Lenovo case is similar, but "faster moving". The so-called "globalization" ( much thx to the internet ) has penetrated nearly all markets - automobile branch in particluar. KIA had 30% growth rate last year - and we see more and more of them every day in Europe. The KIA "Caravan" modell sells here for between 22,000 and 28,000 Euros - a comparable German-made car costs another 10,000 on top at least. ( I'm talking about the KIA jeep models and Caravan model in particular ) With Lenovo's Chinese "direct" connection, I would expect very strong price competition with Dell - and do not think that Dell's Intel-connection advantage can help them. Lenovo awarded AMD "best supplier of Flash award" in January - so the business relation is obviously good. For AMD's stock price, the best thing IMO that could happen is if Lenovo went 100% AMD for CPUs and Flash-devices ! BTW .. what will Lenovo do about the "future" IBM Thinkpads ? Will they have Intel 64-bit, or Turions ?