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 : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Sig who wrote (175225)	10/15/2005 11:53:24 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Great point SIG AMD would need significant advantage in cost and performance over Intel to be of use to Dell, and I believe that Intel is not that far behind the curve and also that if AMD becomes too much of a threat, that Intc can design systems with capabilities equal to whatever AMD can produce-if pressured to do so. There's an old adage about that very point but I can't remember exactly how it was phrased or who said it. Something about what a new product needs in terms of performance, quality and price to unseat a market share leader. It was something like 3X + in those three categories. Anybody remember? MEATHEAD