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

To: Goutam who wrote (82093)	12/5/1999 4:53:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1573717

Computer Systems Advertisements - Bay Area - CA - Dec 05, 99 Office Depot (AMD - 2, Intel - 1 ) AMD: Compaq K6-2/475, Athlon/500 INTEL: Emachines Cel/433 Office Max (AMD - 0, Intel - 2 ) AMD: INTEL: HP Cel/500; PIII/500 Comp USA (AMD - 4, Intel - 8) AMD: Compaq K6-2/400/notebk, K6-2/500, Compaq Athlon/500, Athlon/600 INTEL: HP PIII/500, PIII/550, Cel/466/Notebk; COMPUSA PIII/500/BTO, PIII667/BTO; Sony Cel/333/Notebk; Toshiba Cel 433/Notebk; Compaq Cel 333/Notebk Best Buy (AMD - 9, Intel - 2 ) AMD: Compaq K6-2/475, K6-2/500, Athlon/700 Compaq Athlon/500, Athlon/550, Athlon/550/BTO Compaq K6-2/433/Notebk, K6-2/450/Notebk Toshiba K6-2/380/Notebk INTEL: HP Cel/500; Emachines Cel/433 Circuit City (AMD - 3, Intel - 4) AMD: Compaq K6-2/500, K6-2/400Notebk, K6-2/450/notebk/BTO; INTEL: HP Cel/466; Compaq Cel/500, PIII/550; AST PIII/500 Staples (AMD - 2, Intel - 5) AMD: Compaq Athlon/500, Compaq K6-2/400/Notebk INTEL: Emachines Cel/400, HP Cel/500, PIII/500/BTO Compaq PIII/450/Notebk, Cel/466 Totals: AMD - 20, Intel - 22 Mobile: K6-2/450 - 2 Cel/466 - 1 K6-2/433 - 1 Cel/433 - 1 K6-2/400 - 2 Cel/333 - 2 k6-2/380 - 1 PIII/450 - 1 Total - 6 Total - 5 Desk Top: K7/700 - 1 PIII/667 - 1 K7/600 - 1 PIII/550 - 2 K7/550 - 2 PIII/500 - 5 K7/500 - 4 ---- Total - 8 Total - 8 K6-2/500 - 4 Cel/500 - 4 K6-2/475 - 2 Cel/466 - 2 --- Cel/433 - 2 --- Cel/400 - 1 Total - 6 Total - 9 o Seems like another good week For AMD. o With Athlons, AMD positioned itself very well in the high end systems. o K6-2/475 is the lowest speed grade advertised. o It seems Best Buy is having a Compaq - AMD special this week (9 AMD vs 2 Intel ads).

To: Goutam who wrote (82093)	12/5/1999 7:39:00 PM
From: Dan3	Respond to of 1573717

Hi Goutama, Here are some ad counts from the Chicago Tribune Sunday Edition: Chains (Sears, Best Buy, Comp USA, Circuit City) Desktop K62 475 - 2 K62 500 - 3 Athlon 500 - 3 Athlon 550 - 2 Athlon 600 - 1 Athlon 700 - 1 Celeron 333 - 2 Celeron 433 - 2 Celeron 466 - 1 Celeron 500 - 4 P3 500 - 4 P3 550 - 2 P3 667 - 1 Notebook K62 380 - 1 K62 400 - 3 K62 450 - 2 Celeron 333 - 2 Celeron 433 - 1 Celeron 466 - 1 Custom (screwdriver) Shops K62 380 - 1 K62 400/500 - 4 K63 400/450 - 4 Athlon 500 - 3 Athlon 550/700 - 4 P5 233 - 2 Celeron 366 - 3 Celeron 433 - 1 Celeron 400/500 - 4 P2 400 - 5 P2 450 - 1 P3 450/600 - 7 P3 700 - 1 Cyrix 300 - 1 Cyrix 333 - 1 Cyrix 433 - 1 New York Times National Edition: K62 500 - 2 Athlon 550 - 1 Celeron 500 - 1 P3 500 - 2 Notebooks K62 380 - 1 P2 366 - 1 Celeron 466 - 1 Observations: The bottom feeder stuff (400 and below) is mostly Intel. I suppose that most of the 700 and above stuff from Intel could be going to Dell and Gateway, but there sure does seem to be less of it available than the Athlon 700. Remember that Intel needs about $5 Billion in CPU sales to meet stockholder expectations and justify its current valuation. AMD needs about $500 Million to justify its current market valuation. About 3/4 of the market isn't retail sales, includes much of the high end demand, and most of that is going to Intel. Regards, Dan