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

To: kapkan4u who wrote (81175)	11/27/1999 5:27:00 AM
From: kapkan4u	Read Replies (1) \| Respond to of 1573930

Similarly configured Athlon 750 ($2,786) and Pee-III 733 ($3,099) systems: Presario 5900Z-750 750 MHz AMD Athlon? processor w/ enhanced 3DNow! 128MB SyncDRAM 20.0GB 7200RPM 32X Max CD-ROM Drive 19"- CV915 Monitor (18.0" VIA) Microsoft Featured Home Collection + MS Word 56K ITU V.90 Modem JBL Pro Amplified Speakers SoundBlaster Live! Value Creative Annihilator 32MB with GEForce 256 graphic Digital Creativity Imaging Center 3.5" 1.44 MB diskette drive Compaq Internet Keyboard Microsoft Windows98 (second edition) 1yr Parts / 90day On-Site / 1yr Carry-In $2,687.00 Compaq IJ300 Color Inkjet Printer $99.00 Date: Saturday, November 27, 1999 3:51:50 AM CDT Catalog Number: 04 19 Dell Dimension B Series: NEW Dimension© XPS B733r, Pentium© III Processor at 733 MHz B73RHB - [220-3585] Memory: 128MB PC800 RDRAM at 400mhz 128ECC8 - [311-0901] Keyboard: NEW Microsoft© Natural© Keyboard Pro, Dell Edition HOTKEY - [310-5232] Monitor: 19" (17.9" viewable, .24 -.25AG) P991 FD Trinitron© P991 - [320-2067] Video Card: NEW 32MB NVIDIA geFORCE 4X AGP Graphics Card 32NV10 - [320-0931] Hard Drive: 20.4GB Ultra ATA Hard Drive (7200 RPM) with ATA 66 20 - [340-1581] Floppy Drive: 3.5" Floppy Drive 3 - [340-1887] Operating System: Microsoft© Windows© 98, Second Edition W982 - [420-0300][412-3906] Mouse: Logitech MouseMan© Wheel (PS/2v) MM - [310-3180][310-0589] Modem: NEW Conexant V.90/56K Telephony Modem for Windows with sound option 56KWS - [412-6890][412-8080][313-8626] DVD-ROM or CD-ROM Drive: 48X Max Variable CD-ROM Drive CD48 - [313-3922] Sound Card: SoundBlaster Live! Value Digital with MusicMatch Jukebox Enhanced Version SB512D - [313-0822] Speakers: NEW Harman Kardon HK-595 Surround Sound Speakers with Subwoofer HK595 - [313-4535] Bundled Software: Microsoft© Office 2000 Small Business Plus Encarta 99 2KEN - [412-0301][412-1300][412-7365] McAfee VirusScan 4.02 at no additional charge: McAfee VirusScan 4.02 MCAFEE - [412-8429] Service: 3-Yr Limited Warranty, 1-Yr Next Bus. Day On-Site Service S3W - [900-1600][900-5112] Internet Service Provider: Optional Dellnet Monthly Internet Access Service at $21.95/month DNMO21 - [412-2114] Printers: FREE! HP DeskJet 610CL HP610P - [7001-121] $3099.00

To: kapkan4u who wrote (81175)	11/27/1999 10:49:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1573930

Kapkan - RE: "We believe Dell Computer (DELL) B/B$41 1/4 will announce, within the next 60 days, that it will use AMD's high-end Athlon microprocessors in its OptiPlex or Dimension PC lines.- Dell is the only top 10 PC manufacturer that does not use any of AMD'smicroprocessors" Whoa! That would be something, if true. "It appears that Dell still is unable to get enough high-end supply fromIntel" Makes sense. "While AMD is already selling everything it can manufacture, we believe such an announcement could give the stock a psychological boost." If Dell announced it would use the Athlon it would probably be an even bigger psychological boost than whatever earnings AMD makes this Q.

To: kapkan4u who wrote (81175)	11/27/1999 1:09:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573930

<It appears that Dell still is unable to get enough high-end supply fromIntel.- While AMD is already selling everything it can manufacture, we believe such an announcement could give the stock a psychological boost. > With the current run-rate there is no way AMD can have all the top 5 OEMs (Compaq, DELL, IBM, HP, Gateway). For this to happen AMD should ship substantially more than 2Mu in Q1.

To: kapkan4u who wrote (81175)	11/27/1999 2:53:00 PM
From: tejek	Read Replies (1) \| Respond to of 1573930

RE <<< It appears that Dell still is unable to get enough high-end supply fromIntel.- While AMD is already selling everything it can manufacture, we believe such an announcement could give the stock a psychological boost.>>> Kap, I find this one a little hard to believe. This is major news; the other services would have picked up on it by now, don't you think? Like I said in my other post, I can not believe production is this poor at intc to warrant these kinds of comments. ted