Thursday, April 20, 2006

DELL may pay the ultimate price

All AMD vendors are gaining on Dell. I projected an Enron time in 18 months about 3 months ago, the clock is ticking. Dell's balance sheet is so terrible, I wonder how Michael Dell can sleep at night. The key here is unit share loss for Dell. Even at the insultingly low prices (Pentium D 820 with 17inch LCD for $469 free shipping), DELL is losing unit share, indicating that people simply don't want Intel's slow and hot chips. Dell and Intel are killing each other.

I proposed that SGI (an Itanic victim) should go Opteron. Now it's the time.

In other news, the class action suit against Intel's illegal monpolistic abuses started in earnest. Anyone who indirectly purchased an Intel CPU since June 29, 2001 can join the suit. I find myself qualifies. I intend to ask for a portion of my money back from Intel.

4 Comments:

Anonymous the architect said...

Forget about Dell a moment and consider Apple.

We have the most powerful indicator right there, with Apple, that Intel is about to exit the mainstream microprocessor business.

For the entire life of Apple, Steve Jobs has a 100% success ratio at picking the next doomed microprocessor company as his chip of choice.

Motorola - dumb choice, now gone from the mainstream microprocessor business

PowerPC - even dumber choice, now gone from the mainstream microprocessor business

Intel - perhaps Steve's dumbest choice to date. Faced with a choice between "great technology" and "bunny suits", Steve chose the bunny suits. Maybe not surprising, but still incredibly "think stupid".

Thus we have the utterly reliable indicator in the microprocessor market, "Touched by the Hand of Steven Jobs".

4:17 PM, April 20, 2006  
Anonymous Anonymous said...

Jobs is a joke!, the only apple man that deserves the most respect is Steve Wozniak,
he brought the Palo alto vision to everyone via Bill gates, Windows!.
If I had my way I would use Bill Gates's money to fund Wozniak and Liunus to work with AMD to build the next 64bit pervasive computing enviroment for everyone.

11:44 PM, April 20, 2006  
Anonymous Anonymous said...

Steve Jobs is an idiot when it comes to disiding whos procseors to chuse 3 out of 3 aint bad

7:36 AM, April 21, 2006  
Anonymous Anonymous said...

Steve Wozniak was brilliant
Steve Jobs is hopeless
Steve Jobs always picks the wrong cpu


Who is richer and has more power nowadays, Steve or Steve ?

:D

8:25 AM, April 21, 2006  

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