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

To: Gottfried who wrote (183660)	3/5/2006 1:05:25 AM
From: Sarmad Y. Hermiz	Respond to of 186894

>> quoted % are based on PC sales in retail stores only Gottfried, according to the cited article, U.S. retail stores account for 9% of global PC sales. And that market is likely the lowest of the low end. For sure, it has zero corporate buyers, since it offers no customization. Also it attracts the most first-time buyers, and they can't tell the difference between computers anyway. So they just buy the lower priced system. My guess is that is where AMD picked up share, and all the analyst blatherings about AMD chips consuming a watt less here and there, or the virtues of hyper transport or 64 bit computing is just nonsense. I don't think there is a single 64-bit application for wide usage at this time. Of course these buyers are also the least loyal (and they couldn't care less who makes the chips. As long as the computer is under $500 out the door. My further guess is that when Intel gets their chipset production in gear, they'll just lower prices to where their systems are at price parity with AMD. Intel would still get profit from the chipset and mother board, and AMD will get a very compressed margin. And then the market shares will rebalance again. Sarmad