Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 207.60

-2.8%

11:56 AM EST

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To: Petz who wrote (9253)	9/19/2000 7:28:27 PM
From: andreas_wonisch	Read Replies (1) of 275872

Petz, Re: I'm concerned that Compaq may have dropped AMD or AMD above 900 MHz in order to get first dibs on the P4's I don't expect Compaq to ship meaningful quantities for P4 retail systems this year because they will by much to expensive for the retail market initially. The 1 GHz Athlon are probably closeouts because they are still Slot A systems if I recall correctly. The question is if they will be replaced by 1+ GHz Thunderbird systems (KT133) or by 1 GHz P3s... At very good sign is IMO that Compaq is now selling Durons in retail (has anyone spotted them already?), so at least infrastructure support is there. BTW, was the 1 GHz P3 from Compaq or from HP? Andreas

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