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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (98754)3/16/2000 4:53:00 PM
From: 5dave22  Read Replies (1) of 1571040
 
K7 ASP's.

I've compared like MHz systems on GTW, CPQ and HP. Price differences within the same boxmakers range from $100-$300 cheaper with the Athlon - I posted a 650 GTW comparison yesterday. I think Kash is low, but I think this shows most of the others are high. I am guessing around $200, possibly just under. I've visited two GTW stores in the last week - one in SF, one in LA - both said the 650 (previously 600) was selling like crazy, both salespeople's top seller (they are commission based). This will probably bring it down, also.

Since AMD doesn't count a unit until it's in a computer (is this correct?) - I don't see how it could be ANY LESS than 2x Q4 - 800,000. It has to be over 1.6MM units, or the retailers wouldn't be pushing them as hard as they are.

David
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