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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 252.09-0.3%Jan 29 3:59 PM EST

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To: Jim McMannis who wrote (39476)5/14/2001 1:38:04 AM
From: chuckles58Read Replies (2) of 275872
 
"Sony and Compaq are one?"

You missed the merger too?<g>

I thought Sony is currently only offering Duron mobiles, and Compaq is the only one offering Athlon 4 mobiles. With a $425 ASP on a 1ghz Athlon 4, I think I could wait for the 1.2-1.4 versions. Hopefully HP comes through pretty soon, and their delay is not due to a shortage of AMD's chips. If Intel drops their high price on their mobile PIII, it wouldn't be the first time they dropped the price of a scarce chip in response to AMD nipping at their heels. Actually, I don't think virtual gorillas nip.

Good luck tomorrow. Good night all.
CB
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