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

To: kash johal who wrote (84222)	12/29/1999 11:59:00 AM
From: Charles R	Respond to of 1574763

Kash, <I see Compaq as very gung ho on Athlon. IBM is all screwed up with its PC strategy. And they are eliminating their retail sales which are almost exclusively AMD based (except laptops). The tier II guys like NEC and Fujitsu/siemans are nice but the desperately need more tier 1 OEMS such as HP/GTW/Dell/Acer etc.> You have spoken my mind. Compaq is good but IBM and NEC turned out to be duds - especially in the retail space where AMD has played to date. One thing though - all that is needed in the near term is growth in SKUs. It can come in the form of new customers or new business SKUs at existing customers or a combo. As I have said many times I prefer the business penetration (from current or new customers) instead of additional consumer SKUs. Chuck