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


To: Paul Engel who wrote (84712)1/3/2000 1:31:00 AM
From: eplace  Read Replies (1) | Respond to of 1572171
 
Re: " GTW and Dell risk rustication.

Paul: Guess this means that Gateway and Dell have nowhere to go but down.

ED P.



To: Paul Engel who wrote (84712)1/3/2000 7:32:00 AM
From: niceguy767  Read Replies (2) | Respond to of 1572171
 
Hi Paul:

Re:"You might note that Dell, Gateway and HP currently offer NO AMD products and they exhibited the GREATEST GROWTH in 1999 !"

Note that only 1.3 million (estimate) Athlons shipped in 1999. Note that 12.5 million Athlons (according to Salomon Smith Barney) will ship in 2000. If GTW, Dell and HP don't offer Athlons in 2000, you might look for a significant change in market shares of these companies, and not for the better!