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

To: Ed Sammons who wrote (85105)	1/5/2000 5:55:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 1584013

Ed - <A CPQ Athlon 800 announcement> Wow, you really have to search that press release to pick out that one sentence. I had to reread the thing twice before I picked it out. It does appear genuine though. Looks like CPQ is announcing the 800 before AMD is. PB

To: Ed Sammons who wrote (85105)	1/5/2000 6:05:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1584013

Ed - Looks like CPQ is taking orders for PIII 800's too: athome.compaq.com PB

To: Ed Sammons who wrote (85105)	1/5/2000 10:15:00 AM
From: Cirruslvr	Read Replies (3) \| Respond to of 1584013

Ed - RE: "A CPQ Athlon 800 announcement" Thanks for finding that. Compaq is offering the 800MHz Athlon BEFORE it has been officially released! This happened with the 750 also. Here's the link to it - athome.compaq.com Hopefully Compaq has fixed the dumb problem with their PCs.. Compaq is NOT offering the 500 and 550 MHz Athlon anymore in their 5900 series. This is very good for AMD because those have such how ASPs (for an Athlon). Compaq has put up their new 7000 series computers at their site - athome.compaq.com The 7900 series is ALL AMD - K6-2 533, Athlon 550, 600, 700, 750 The 7500 is just one model and it is a PIII 550 The 7400 series is ALL AMD - one K6-2 500 and four K6-2 533 models The 7300 series is one model and it is a K6-2 500 You can get some of these PCs with a 40 Gig hard drive! Since the new Compaq 7000 line is so AMD based, I really hope the dumb freeze problem with Compaq PCs doesn't hurt Compaq, and as a result AMD, to much. At Pricewatch, BIG Athlon price drops are occurring in anticipation of the Athlon 800 release. Cumine prices are also going down a lot.

To: Ed Sammons who wrote (85105)	1/5/2000 12:31:00 PM
From: Charles R	Respond to of 1584013

<A CPQ Athlon 800 announcement: biz.yahoo.com > Thanks for posting. I looked up Compaq's web site and Presario family is dominated by AMD processors. Highlights: - 2 New 800MHz SKUs - New K6s all 500/533MHz - makes me feel a little bit more upbeat about K6 MHz distributions. - Only one new Athlon SKU at 550. Everything else at or above 600MHz. - New K6 laptop SKUs all at 400MHz-500MHz with quite a few at 475MHz!! - All PIII SKUs are 50MHz increments - sounds like BX platform all through - New Celeron Desktop SKUs 5700N famliy from 433-533 (did I get this wrong?) - Intel based laptop SKus mostly Celerons (400-466) and a few PIIIs (450/500). If the 500/533s is where AMD ships most of the K6s then AMD has a nice shot at pulling up K6 ASPs. AMD may have an advangage here in both MHZ and cost because K6s will be mostly at 0.18 compared to Celerons which are still at 0.25. I am impressed that AMD is shipping most of the new laptop SKUs at 450/475 and one even at 500MHz. I think we are shaping up for a blowout Q1 (~$1 in earnings)