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Technology Stocks : Intel Corporation (INTC)

INTC 34.72

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3:59 PM EST

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To: Tony Viola who wrote (108394)	8/25/2000 8:37:00 PM
From: Eric K.	Read Replies (2) of 186894

Tony Vile-- If you are referring to the advertising on the pages, there is some element of randomness to it, though definitely a greater frequency of Intel-based products. If it were mostly AMD advertising, I'm sure you wouldn't fail to indicate that this is due to a lack of demand without Gateway pushing AMD systems on the customer. The advertising was mostly AMD back in January/February, so you can interpret the present situation as 1) Athlon systems don't need to be pushed as much anymore or 2) Athlon systems couldn't be pushed. I think based on Waite's public statements at the cc, 1) is the more accurate choice. To each his or her own, however. The salient features of the Gateway pages (as related to AMD) are an Athlon-based "Select" system available after clicking on the "Desktops" option from five of the six pages, and no Athlon notebooks or corporate lines. Gateway doesn't use K6-xs, which makes the absolute number of AMD based systems you see small. If you weighted based on revenue to the cpu maker and adjusted for Gateway's not overly strong corporate presence, I think you would see parity and perhaps a slight AMD bias. -Eric c.c: not apprekiated ;-)

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