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

To: Charles R who wrote (79003)	11/8/1999 2:49:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1573221

Charles, I expect FIC to be able to stop any injunctive relief that Intel may seek and turn it into a stern chase which will become moot by that time and as a protective measure raise a new corporate entity in the UK to carry on with via parts that are legal. Intel will see this and stop wasting money. Intel has really thrown down the gantlet and made the mobo makers and chipset makers realize than Intel wants them dead so it can integrate vertically into that market. As the chip market matures and get cheaper that is the only path for Intel to keep those nice double digits going. Bill

To: Charles R who wrote (79003)	11/8/1999 3:07:00 PM
From: Goutam	Read Replies (3) \| Respond to of 1573221

Chuck, AMD Athlon CPU proliferation into small computer outlets based on the advertisements in Computer Current - Bay Area. Updated today. Nov 08,99 AMD Systems- Computer Currents (Bay Area) Advertisements 11-09-99\|#----+++++++********* "" = K7-700 & below 10-26-99\|#--+++++++++++* "+" = K7-650 & ,, 10-12-99\|#---++++++++++ "-" = K7-600 & ,, 09-28-99\|##------+ "#" = K7-500 only. \|______________________________________________________ % of Athlon Ads Nov 09,99 \|************** (21/34, 62%) Oct 26,99 \|********** (16/27, 57%) Oct 12,99 \|******** (14/30, 47%) Sep 28,99 \|******* (10/27, 37%) \|________________________________________________________ Sept 28 Oct 12 Oct 26 Nov 09 ------- ------- ------- ------- Adv % Adv % Adv % Adv % --- --- --- --- --- --- --- --- Total Adds 27 100% 30 100% 28 100% 34 100% AMD Adds 22 82% 23 77% 23 82% 28 82% (AMD - K7) 20 74% 22 73% 20 71% 24 71% K6-2 19 70% 20 67% 18 64% 22 65% K6-3 14 52% 15 50% 14 50% 19 56% K7 Adds 10 37% 14 47% 16 57% 21 62% 500 only 2 1 1 1 600&below 7 3 2 4 650&below 1 10 11 7 700&below 0 0 2 9 My Observations: 1) No Intel PIII - "E" or "B" or "EB" system advertisements! 2) AMD K6-x proliferation is at 71%. It used to be less than 50% a year ago. 3) AMD k6-x + Athlon proliferation is at 82%. The reason for this is that AMD K7 penetrated the outlets that specialize in the highend systems geared towards small businesses - with SCSI stuff, tape backups, network HW, etc. Prices $3000 and up. 4) Steady increase of Athlon total advertisements. 5) Pretty good jump in K7-700 offerings indicating a good supply. 6) Seems that mobo supply is not a big problem any more. 7) Noticed many advertisements of dual PIII systems. AMD needs DUAL Athlon systems ASAP to fill this gap. Regards, Goutama