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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (84180)12/27/1999 12:43:00 AM
From: Dan3  Read Replies (2) of 1573897
 
Re: I guess that GTW is "lost" to AMD again...

Hi Kash,

Happy Holidays!

I happened to see the end of an HSN broadcast tonight. They had sold 1029 Athlon 550s at that point. They were making a big deal about selling up to 15,000 computers a day on HSN and that they now offered 7x24 support from a steadily expanding support center and were going to be more of a significant presence in computer retail.

If Dell and Gateway don't want to sell AMD direct, there are others quite willing to make those sales instead.

It will be interesting to see what kind of on line presence IBM puts up next month as they shift their marketing efforts from storefront to direct.

Gateway may be waiting for KX133 based boards and .18 Athlons (that can use cheaper cases and power supplies). December wouldn't be the ideal time to start a new Athlon line since that is end of the original 6 layer fester reference board / .25 CPU based systems. They'd have had to take on the requirement that they support systems that they would be shipping for about 3 weeks. Now they can start out with all KX133 systems with .18 processors and ship enough of them to make maintaining support worthwhile.

Regardless, all AMD needs is for Compaq and IBM to include Athlons in their business PC lines. Together with the retail lines of IBM and Compaq, HSN, the myriad of screwdriver shops and the second tier direct marketers like Cybermax, AMD will be able to sell everything they can produce in Austin and Dresden.

Regards,

Dan
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