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

To: Goutam who wrote (82210)	12/7/1999 1:19:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1577098

Goutama, <Intel will regain the price card and can really hurt AMD at the high end if AMD abandons K6-X until there is another viable solution. They can easily collapse the prices at the highend while increasing prices modestly at the low end. IMHO, it's very dangerous to leave Cerlerons without any competition because of very high volume at the low end which is 3 times if not 4 times to that at the high end.> In my view, this seems to be the line of thought that seems to be driving AMD managment. And, I completely disagree with that for several reasons: - AMD should do whatever is important for its long-term success. That to me means breaking into business segment. IMHO, this should be AMD's focus and I don't think K6 will get them there. - One could argue that allowing Intel to raise pricing at the low-end is going to keep Intel somewhat happy and could make it easier for AMD to penetrate business side. - Intel CANNOT kill highend pricing without some very severe consequences - Intel will have VIA to fight at lowend - And, finally, Intel is in no position to hurt AMD for another year - if that. Chuck

To: Goutam who wrote (82210)	12/7/1999 1:24:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1577098

This is taken from Yahoo AMD message board. There is no link to the report - _________________________________________________________________________ messages.yahoo.com Gateway.. Ouch that has to hurt! by: spun_bearing (40/M/Santa Barbara) 12/7/99 11:01 am, Msg: 86226 of 86276, Tuesday December 7, 10:42 am Eastern Time RESEARCH ALERT- Salomon sees Gateway Q4 revs limit NEW YORK, Dec 7 (Reuters) - Gateway Inc.'s (NYSE:GTW - news) fourth- quarter revenue growth will be limited by a shortage of Intel Corp. (NasdaqNM:INTC - news) chips, but the personal computer maker should still manage to meet earnings expectations, Salomon Smith Barney said on Tuesday. -- Shares of Gateway fell 2-7/8 to 68-1/4 in early trading on Tuesday on the New York Stock Exchange. -- Analyst Richard Gardner told clients that supply constraints on Intel chips would "certainly" limit upside to revenue estimates for Gateway in the current quarter. -- "This could cause them to come in on the light sight on the top-line," Gardner told Reuters. However, he said he believed that Gateway can meet the current profit consensus of 49 cents per share from sales of services linked to its PCs. -- He also reiterated his "buy" rating on the stock and $65 price target. -- Gardner noted that the company is seeing good "attach rates," or follow-on revenues tied to the sales of its PC boxes, especially of Internet and financing services. -- "We still like the outlook for next year," he said, citing plans by Gateway to expand its Country Store retail concept to 100 new outlets and its small- and medium-business sales push. SpUn:) ______________________________________________________________________ If the high speed Coppermines shortage coupled with the success of Athlons in the market continues, there will be a power shift from OEMs to Athlon - where the market will perceive not having any Athlon based systems in an OEM's product mix as a handicap to that OEM's performance in the PC market.