George Macdonald wrote:
Right about the ad revenue bubble. I'd think Macromedia must be doing
quite well just now with all the Flash crap we have to endure.
It doesn't appeal that things like Flash ads are good for business? I'm
looking at how slick they are and the fact that first line talent went
into some of them.
Funny - I
got ADSL a little under a year ago and now I need a faster computer to cope
with things.
That's plainly good for the industry, no? I don't think the logic that
fuelled the internet bubble as driven by ad revenue was completely
wrong. The "everything is free, you just have to look at our ads,"
model was wrong, but the idea that the internet would have gigantic
implications for how people live and do business wasn't. It just wasn't
going to happen overnight then, and it isn't going to happen overnight now.
Whatever<shrug> What intrigued me was that it corresponded with what
people have been saying here about Intel's odd reticence to market the
Pentium M as another CPU. Maybe it's just us geeks but then again it could
be an oversight by their Market Research.
Quite the opposite, I think. That's the point I was trying to make in
the "Intel follows the revenue" post. Intel wants to keep a brand
premium on "Centrino(tm)." Centrino = Pentium M + 855 chipset + not
much more, and you can get the same extra functionality as the "not much
more" with a PCI plugin.
Intel doesn't want people thinking "I want a Pentium M". They want
people thinking "I want a Centrino" and willing (subconsciouly or
otherwise) to pay the premium. A separate rationale is that there are
no tables comparing "Centrino" to any chip that AMD makes because
Centrino isn't a chip.
Marketing Pentium M on its own would have focused potential buyers on
things that Intel marketing shouldn't want them thinking about. Now
that Intel has muddied the waters with mind-scrambling model numbers,
they don't have to worry about giving people the seditious idea that
what they should want is Pentium M and to pay a price for it based on a
straight-up price/performance comparison with AMD.
RM