To: Mani1 who wrote (79537 ) 11/11/1999 8:49:00 PM From: Scot Respond to of 1572507
Message #79537 from Mani Ahmadi at Nov 11 1999 7:48PM Pravin Re <<Looks like HP will be selling Athlon systems soon>> Yes, it does sound like that. WOW, this is huge IMO. Mani If true, this could be huge, especially with IBM's pullout at retail. I've noticed that HP seems to be filling the void in the latest Best Buy ads. Here's the quote: -Scot >>>quote<<<<<<< The company will likely also begin to win over more customers. Although Gateway recently phased out AMD processors in its line, the company is likely to start using the high-end Athlon, said Robertson Stephens analyst Dan Niles in an interview. HP and others also seem to be working with AMD. "IBM is getting production [for Athlon chips]. HP is getting production. Everyone except Gateway and Dell is getting production," he said IBM doesn't use AMD chips in its workstations at present but will continue to evaluate AMD chips in the future, said Doug Oathout, worldwide product brand manager for IBM workstations. "They're going to make Intel squirm," he said of upcoming AMD chips. Though AMD representatives wouldn't comment on whether HP would buy Athlons, AMD's Herb said the company expects to have several different 750-MHz chips for sale during the quarter. HP currently sells relatively low-end K6-2 chips from AMD. "(Athlon) will be the top end processor in a number of machines," he said. Analysts were optimistic about today's news from AMD. Niles raised his estimate for the quarter from a loss of 60 cents per share to a loss of 10 cents per share. For 2000, he raised his earnings from a profit of 35 cents per share to 70 cents per share. Niles said the Athlon chip is being accepted and that Intel's top-end chips are just not available in sufficient quantities.