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

To: kash johal who wrote (85151)	1/5/2000 1:00:00 PM
From: Charles R	Respond to of 1583624

Kash, <Also IBM has crapped out big time. They are out of retail now.> IBM has not been big in rtail for a while now. The big thing in retail is Compaq/HP. And, having HP on board in Q4 will ensure a solid retail baseline - especially given the recent Compaq problems. <Lack of a additional OEMS and/or business SKU's is critical right now> One good thing is that I expect NEC to get more aggressive in retail with K6 and Athlon SKUs. However, I have a feeling that their focus will be mid-range and they may not deliver much high ASP business for AMD. Chuck