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 (57390)	6/7/1998 1:07:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 186894

Not very scientific surveys I was curious as to the "risk" CPQ and IBM were taking in dropping the Intel CPU out of some of their boxes. Would the public ask questions about the CPU? Here is what I think they must have found out. Today I showed a $800 system (total price) to a test customer that included a $285 .25mm 17" monitor and MediaGX Processor. They never asked about what CPU powered the system even though I asked them repeatedly whether they thought the system was fast enough and whether they liked the monitor. They had been told they would have to spend over $2000 to get a powerful enough computer. They definitely liked the $800 price. Not one misgiving about speed. Boy did they like that monitor. That tells me that most of Intel's sales edge based on the Intel Inside type of campaign is history. Price is driving the equation. I'm sure IBM and CPQ must have test marketed the substitution of AMD and CYrix for Intel before going for the switch. THe performance of these sub $1K systems with the imminent decline of monitor prices is going to make things even worse for high priced consumer systems. The graphics components of the system are coming down dramatically in price. $2K consumer and even business desktop systems are history.