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Technology Stocks : SI : microprocessor companies

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To: Road Walker who wrote (7)5/1/2001 10:55:23 AM
From: Tomcat  Read Replies (1) of 9
 
It seems like it always comes down to money. Compaq pushed out IBM because they offered the same product at a cheaper price. Dell is pushing out Compaq because of the same thing. IBM has not been able to or has stopped trying to regain its pc market share. Compaq seems to be trying, but it looks like they will fall the way IBM did. It takes time but it seems almost inevitable. So my point is, can we draw the same conclusion with processors? If processors are a commodity and there really isn't much difference in performance, will price win out. And with AMD being much leaner than Intel, will they be able to continue to chew away at market share the same way Dell is buying market share from Compaq? I know there are a lot of variables here such as fab capacity and capital expenses etc. But it is hard to argue against history.
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