Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Engel who wrote (79234)	11/10/1999 11:45:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 1572560

RE:"McMannis - Looks like AMD is REALLY LOSING the low end - Compaq is announcing a Pentium /// Internet PC for only $499."... Tell Mike Burke...he told me that computers would never get under $1000 three years ago. I guess he was taking the Intel line at that time! What is the MHZ of the chip in this Compaq? I guess since Intel is yielding such low MHZ chips they are a great fit in the low end. <GG> Are these 450 MHZ or better? Jim

To: Paul Engel who wrote (79234)	11/10/1999 11:45:00 AM
From: xun	Read Replies (2) \| Respond to of 1572560

Paul: You are too excited to notice that the little CPQ box is targeted to the corporate market. The cold fact is that CPQ has not introduced a single AMD box for that segment.

To: Paul Engel who wrote (79234)	11/10/1999 1:01:00 PM
From: Scot	Read Replies (1) \| Respond to of 1572560

Message #79234 from Paul Engel at Nov 10 1999 11:35AM McMannis - Looks like AMD is REALLY LOSING the low end - Compaq is announcing a Pentium /// Internet PC for only $499. The silver and black device, which weighs just over 10 pounds and is only 40 percent as large as the conventional beige box PC, is designed as a desk-side computer and runs Intel Corp.'s (NasdaqNM:INTC - news) latest Pentium III chips. I think Intel's low manufacturing costs are coming into play here ! Paul What's the point? After the last several quarters, does anyone really want this market? $499 for a box that contains the "latest Pentium III chips." Sounds like Intel's ASPs are headed downward. I didn't see the Celeron mentioned....did you? -Scot

To: Paul Engel who wrote (79234)	11/10/1999 1:31:00 PM
From: Charles R	Respond to of 1572560

<Looks like AMD is REALLY LOSING the low end - Compaq is announcing a Pentium /// Internet PC for only $499. The silver and black device, which weighs just over 10 pounds and is only 40 percent as large as the conventional beige box PC, is designed as a desk-side computer and runs Intel Corp.'s (NasdaqNM:INTC - news) latest Pentium III chips.> Are you confusing this with the presario stuff? AMD to date has no announced business wins on Compaq's business systems (excluding the small biz Prosignia). This is Intel shipping low-end parts into the lucrative business segment. This may be the beginning of freefall on business PC prices. At $499 per box the CPU is probably no more than $100.