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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (68642)	8/12/1999 4:11:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1573073

~~~Compaq Uses K6-2 for Notebooks Aimed at Business Market~~~ Now AMD needs Compaq to use the K6-2 in Compaq's Armada notebooks. Compaq doesn't use the Celeron in their Prosignia notebooks, only the K6-2 and PII. ______________________________________________________________________ Compaq Web Advisory: Compaq Aggressively Targets Small and Medium Business Market With $799 Prosignia Desktop 320, $1,399 Prosignia Notebook 150 HOUSTON--(BUSINESS WIRE)--Aug. 12, 1999--In an ongoing effort to offer small and medium businesses (SMB) value-added products and services at aggressive prices, Compaq Computer Corporation (NYSE:CPQ - news) today announced the immediate availability of its Prosignia Desktop 320 with a 15-inch Compaq S500 monitor (13.8-inch viewable) for $799, and its Prosignia Notebook 150 for $1,399. ''Compaq is aggressively educating the SMB market that it does not need to purchase a second- or third-tier brand in order to obtain the best value,'' said Bill Hensler, Vice President and General Manager, Small and Medium Business Division, Compaq Computer Corporation. ''Now, small and medium businesses can purchase award-winning Prosignia desktop and notebook solutions at the same cost as many off-brands or white box products, without having to sacrifice performance and functionality.'' The Prosignia Desktop 320, designed for affordable performance right out of the box, comes with a 400MHz Intel Celeron processor, 4.3GB U4 hard drive, 32MB SDRAM, a 15-inch Compaq S500 monitor, and pre-installed Microsoft Word 2000. More information on the Prosignia Desktop 320 can be found at compaq.com. The Prosignia Notebook 150, which delivers essential portable computing features at breakthrough prices, is equipped with a 400MHz AMD K6-2 processor, 12.1-inch TFT display, 4GB hard drive, 32MB SDRAM, and pre-installed Microsoft Word 2000. Additional information on the Prosignia Notebook 150 can be located at compaq.com. biz.yahoo.com ______________________________________________________________________

To: Tenchusatsu who wrote (68642)	8/12/1999 4:40:00 PM
From: tejek	Read Replies (1) \| Respond to of 1573073

Tenchusatsu RE: <<Looks like Gary Bixler (Mr. Athlon marketing) needs to go back to school and take math all over again. Going from 15.5% to 30% just by doubling the capacity assumes that the PC market isn't growing between now and 2001.>> Give the man a break....he said he was being conservative. Have you ever been interviewed by the media? From my experience, you learn real quickly to understate everything. To state it 'as it is' runs the risk of looking like an overstatement. Trust me, if you have a brain at all, you make that mistake only once. ted

To: Tenchusatsu who wrote (68642)	8/12/1999 4:40:00 PM
From: Dan3	Read Replies (2) \| Respond to of 1573073

Re: needs to go back to school and take math He may have been considering that right now FAB 25 has to make all CPUs, chipsets, flash, prototypes, etc, while FAB 30 will be a dedicated CPU facility along the lines of the intel dedicated fabs. 5,000 x 300 x .5 yield x 52 weeks gives 39 million chips from the one fab. If they got another 15 or 20 million out of fab 25 (and could sell most of them, not a given!) wouldn't they have a lot more than 30% of the market? I think I'd have felt safer if they were going after half of the top 25% of the market - and I think this is what Atiq Raz was insisting upon, but Jerry seems determined to blow Intel right out of the market, or die trying. If his strategy is even partly successful, AMD will win very big - otherwise it gets sold off. Dan