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


To: Goutam who wrote (80941)11/24/1999 9:49:00 AM
From: Scot  Read Replies (2) | Respond to of 1572780
 
Goutama and Thread:

Don't know if you've seen this from the YUK...although standard YUK disclaimers apply, and it seems hard to believe (I mean, $50 on a Celeron!), this could explain recent events:

-Scot

theregister.co.uk

Intel trashes huge Gateway rebate scheme

Earlier this year we reported that Intel had managed to persuade PC manufacturer Gateway to pull out of producing machines using AMD Athlon processors by offering a large rebate scheme to the company.

Details have now emerged about just how much that scheme was worth, and why Gateway, as we reported yesterday, now intends to use the Athlon processor after all.

When we first reported on the scheme in summer, it seemed that the deal Intel offered Gateway was worth around $20 million.

We now understand, from sources close to both companies, that the deal was worth very much more than that, closer to between $80 million and $100 million.

Further, the deal offered Gateway a rebate of $50 for every Intel processor it bought, whether it was a Celeron, a Pentium III or a chip for notebooks.

And Intel, unilaterally, decided to pull the rug on this contract some little while back, meaning that Gateway felt free to once more start using AMD processors in its machine.

However, the reasons for Intel deciding to end the contract still remain unclear.

An Intel representative said he could not comment on specific deals with the company's customers, but said that the Intel Inside marketing scheme had 1,500 members worldwide and since it was set up in 1991 had delivered a sum close to $4 billion in total ad value. Gateway was unavailable for comment.

Hardware site AMD Zone has posted reliable information for some weeks that Gateway will use the AMD Athlon in some of its machines. It now says the machines will be launched on the 29th of this month. On that date, AMD will announce its 750MHz Athlon, using .18 micron technology. ©



To: Goutam who wrote (80941)11/24/1999 12:59:00 PM
From: Petz  Read Replies (4) | Respond to of 1572780
 
Goutama, re:contest prize. Why not contact AMD investor relations and request that they offer at least an Athlon t-shirt to the contest winner. Heck, ask 'em for a Compaq 750 MHz system, but only if the winner is an AMD stockholder. With the participation you're getting already, that alone should drive the price up!

Petz



To: Goutam who wrote (80941)11/24/1999 1:08:00 PM
From: tejek  Read Replies (1) | Respond to of 1572780
 
Goutama,

Most seem to be very optimistic; I guess I am just optimistic:

Athlons: 1 mil X $280 (ASP) =s $280 mil

K6's: 4.8 mil X $62 =s $288 mil

Memory Group: $260 mil

Communications Group: $ 81 mil

Misc.(chipsets, embedded cpu's) $165 mil

Total Revenues: $1,074,000,000

Net Income =s 1,074 mil - 850 mil =s $224

Q4 EPS =s $.06

Stock price: $38 3/8