Re: CompuUSA
They have been staggering ever since their acquisition of the Computer City chain from Radio Shack. They also had a tough Q4, and are supposed to be hurting for cash. Intel may be financing their inventory for them - certainly Intel supported a CompUSA only $200 rebate on all Intel systems last weekend.
I wonder how much Intel makes on a Celeron 700 after the $200 rebate?
When Intel is reduced to paying bankrupt store chains $200 to sell $100 processors, it's a sign that Intel dominance in that sector is over.
Last weekend's ads:
Mar 04 -
b=Best Buy c=Circuit City u=CompUSA r=Radio Shack bto=Build to Order
Note that some details (flat screen monitor, amount of memory, better printer, etc)
means the relative value of these systems is not completely reflected below. The
AOL/Compuserve rebate is supposed to be changing or ending. So this list reflects
other rebates, but not the $400 dollar one from AOL.
bto means I added $150 to bto prices to reflect a shipping estimate.
MSN means I subtracted $100 to relect value of 1 year of Internet
* 2 days only - Price reflects a $200 rebate from Intel available Today and Tomorrow
only, Price goes up $200 after Monday
Brand Chip speed Monitor Disk Plus Printer Price
eMachines Celeron 633 15 10 Yes $349b MSN
HP Celeron 700 15 20 Yes $549u * 2 days only
HP Celeron 700 15 20 Yes $649b MSN
Compaq Duron 750 15 30 Yes $749c
Compaq Duron 800 15 40 RW Yes $799c
HP Athlon 850 17 30 RW No $899b MSN
HP PIII 933 17 40 RW No $999u * 2 days only
Sony PIII 866 17 40 DVD RW No $1,049u * 2 days only
HP PIII 933 17 40 RW Yes $1,199b MSN
HP Athlon 1000 17 60 DVD RW No $1,299b MSN
HP Athlon 1000 17 60 DVD RW Yes $1,349c
Compaq Athlon 1000 17 60 DVD Yes $1,489c bto
Compaq Athlon 1100 17 60 DVD RW Yes $1,399c
Compaq Athlon 1100 17 60 DVD RW Yes $1,399b MSN
HP Athlon 1200 17 60 DVD RW No $1,549b MSN
Compaq Athlon 1100 17 DDR 60 DVD RW No $1,649b bto MSN
Compaq Athlon 1200 17 80 DVD RW Yes $1,799c
Compaq Athlon 1200 17 80 DVD RW Yes $1,799b MSN
HP P4 1300 17 60 DVD RW Yes $1,899u * 2 days only
Compaq P4 1300 17 75 DVD RW No $1,939u bto
Sony P4 1300 17 60 DVD RW Yes $1,999u * 2 days only
Compaq P4 1400 17 60 DVD RW No $2,049u bto MSN
HP P4 1300 17 60 DVD RW Yes $2,099c
HP P4 1500 17 80 DVD RW Yes $2,499u * 2 days only
Sony P4 1500 17 80 DVD RW Yes $2,699u * 2 days only
Intel's desperation to cling to some remaining presence in the retail sector is glaringly obvious, and costing them a lot of money. They are a sitting duck until they can get volume from a copper process - at least 6 months away for them. The question is, can AMD "get off a shot" (SMP or mobile) in that period?
Dan |
