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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (17336)	1/22/2006 12:40:45 AM
From: CrazyPete	Read Replies (1) \| Respond to of 25522

I disagree. The early-adopter/gamer/enthusiast market is fundamentally opposed to the "platform" strategy. These guys need to be different/better/faster than their peers. Anything Intel could incorporate into a "platform" fails that test almost by definition. The point of a "platform" strategy is to establish a new baseline feature set that users and developers will come to take for granted. You want a platform to offer some compelling features, but you don't want to be tweaking it with a minor improvement every three months, because that's just not the point. The enthusiast market is never going to be satisfied with the same feature set their neighbor got with their $999 HP "media PC". And Intel doesn't want them to be. Someone has to buy those $1200 Extreme Edition processors with 90% gross margins.