Advanced Micro Devices Inc (AMD)

[SemiconEng]

SemiconEng, I agree, Centrino is moving despite the fact that we all agree it is grossly overpriced. (OK, you Intel fellows prefer the word premium to overpriced, but it comes to the same thing.) I've been looking at notebooks for a couple of people, and it is amazing how much money those Centrinos are fetching!


Right, and isn't that the objective of selling new products, making more money?


Which could leads one to conclude that the reason to be long Intel is faith in the stupidity of the typical consumer.


I think the public is buying Centrino because intel is offering them what they want. I don't believe they're stupid at all. But I guess I give the general public more credit then some people do.


But I will not really conclude that! Centrino is a great marketing ploy that will get old after a few months, and the prices will subside.


Then why do I have the feeling that if Centrino were an AMD product, instead of an intel one, then your opinion would be, that instead of a "Marketing Ploy", that it represented the greatest technology since the toaster?


Does renew my faith in the ability of the consumer to see through P4 hyper clockrates! :)


As well as AMD's QS ratings? Aren't these the same consumers that you just called "stupid"? Now I guess they're not, eh?

Semi