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

To: gnuman who wrote (57385)	6/6/1998 4:44:00 PM
From: Dale J.	Read Replies (1) \| Respond to of 186894

<< Having IBM and Compaq accept AMD and Cyrix is a powerful indicator that the product is good>> Gene, Not necessarily. The terms were undisclosed. IBM has dropped Cyrix. AMD may have had to offer a very deep discount to entice IBM. Also Compaq has had a rocky relationship with Intel (as documented in several publications), that is why Compaq has used AMD and Cyrix more extensively in their products. AMD cannot afford to buy their way into the market. They need cash like a fish needs water.

To: gnuman who wrote (57385)	6/6/1998 4:52:00 PM
From: Jules V	Respond to of 186894

Obviously the poll has statistical problems, such as the population actively responded rather than "got sampled". But I found the magnitude of the results rather startling too. <<I think having quality makers behind them had a lot to do with this penetration.>> When it comes to consumers and retail, there is the phenomenon where store salesman puts positive spin on whatever he has in stock - the selling point can easily become "compaq" and all the accessories not intel. <<These machines are more powerful then what they bought a year ago, and the applications are pretty much the same. >> Good point. I also made some of the same about a year ago, and was also dismissed. However, I have been basing my intel investing on the new era theory over that time with reasonably profitable results. What I have seen here was denial first that a sub-1000 move was happening at all, then that ASPs/margins were being affected, then that AMD would be able to make inroads in the new environment, etc, etc. Then came the shocker that gross margins had hit the long term 50% level so soon. Waiting to see what happens next, but I think most of the bad news is out, and should be up, but at what rate?

To: gnuman who wrote (57385)	6/7/1998 12:21:00 AM
From: mr.mark	Respond to of 186894

"As for the poll, I can only assume that ZD conducted this poll over the net, and they probably don't know the population of the responders. (It was rather startling, though)." here's why i don't think the poll was startling... but first let's look at the question again: >would you buy a windows pc with a processor made by someone other than intel?< of course 75% of the respondents are going to say yes! essentially, all that question has established is that a group of people enjoys having freedom of choice! dah! but the poll stops short of posing the critical question... that being: >and what would have to happen in order for you to actually make that non-intel purchase?< to put it another way... lots of people visit lots of new car dealerships, and if polled, probably 75% of these folks will say that they intend to purchase some kind of new car. but then the salesman comes over and asks the critical question.... something along the lines of, "and what do i have to do to put you in this car?".