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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.91+0.9%Dec 5 9:30 AM EST
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To: Paul Engel who wrote (20305)11/25/2000 3:50:09 AM
From: PetzRead Replies (1) of 275872
 
P Engel, <<The whole goal of getting the OEM's to increase the standard memory is because we know that Intel doesn't have a PC133 solution for Pentium 4's for a year (six months if VIA is successful earlier). P4 PC's will simply be UNSELLABLE if 256M is the standard.">>

<Duh....Brain Dead Idea !! You want the OEM's - who make more money selling Intel systems - to sabotage their Intel sales !!! What a hoot !!!>

Giving consumers more for their money, increases demand, it doesn't lower it. And OEM's make a lot more $$$ per system when consumers buy upscale 1 GHz Athlon systems with 256M of memory than when they buy turtle-slow Celeron systems.

Want proof? -- which of two companies -- Gateway or Dell --has a 12% increase year over year in 9 month operating earnings and which has a 36% increase in 9 month operating earnings? HINT: the one with the higher increase sells AMD processor systems. The one with the lower results doesn't.

It doesn't seem to bother Gateway that they are selling LESS Intel machines than last year because they are making more money, LOTS more money, by substituting AMD machines.

And DELL's poor results fly in the face of the fact that Gateway has almost zero presence in the rapidly expanding server market.

Petz
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