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Politics : Formerly About Advanced Micro Devices

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To: Scot who wrote (81606)12/1/1999 10:38:00 AM
From: Jim McMannis  Read Replies (2) of 1572630
 
Did those numbers include direct retailers like Dell and Gateway?

Actually, the numbers don't surprise me. The Celerons are selling extremely well in those <1000 "ISP rebate" computers. So well, that I understand supplies are short on the lower MHZs. This confirms what Charles R. is seeing too. This likely has Intel in a low ASP panic mode...especially with Floppermine problems at the other end...
And to think...a few years ago, Andy Grove and Intel were in denial that the sub <1000 market really existed. Now Intel is the King of the (low ASP) <1000 market!

Jim
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