SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Mani1 who wrote (85218)1/5/2000 4:25:00 PM
From: Jim McMannis  Read Replies (2) | Respond to of 1575380
 
RE: Loser Gateway...
Just watch DELL...
1. lack of Floppers and high DRAM prices this Q to boot. I wonder if they will warn...I think the market will wonder...

Jim



To: Mani1 who wrote (85218)1/5/2000 4:27:00 PM
From: Charles R  Respond to of 1575380
 
<So why the bliping blip they have not adopt the Athlon?????>

As I have posted many times on this thread, Gateway management apparently told analysts that they could not get Athlon motherboards.



To: Mani1 who wrote (85218)1/5/2000 4:29:00 PM
From: Pravin Kamdar  Respond to of 1575380
 
Mani,

So why the bliping blip they have not adopt the Athlon?????

I'm sure a lot of Gateway investors will be asking the same question. Gateway is going on to say, "they are fixing the processor supply issues."

Pravin
Should be good for AMD.



To: Mani1 who wrote (85218)1/5/2000 7:46:00 PM
From: Petz  Respond to of 1575380
 
Mani, re:<GTW warning is huge! Even though it was hinted upon earlier by an analyst. So why the bliping blip they have not adopt the Athlon?????>

Don't let anyone tell you it was because of a lack of motherboards. How do I know? Reportedly an issue of MaximumPC reported as a fact that Gateway had adopted the Athlon. Apparently, the story was printed before MaximumPC could fix it. Come to think of it, I didn't get my Feb. issue yet, so maybe they intercepted it just in time.

Maximum Gateway-Chris 'ruiner' Tom 7:57 p.m. CST
AthlonK75 got his February 2000 issue of Maximum PC and check out what he has found:

Gateway Does Athlon
Maximumpc Feb 2000 edition just hit my doorstep today and to my suprise on page 18.

Gateway Does Athlon

News

Backtracking on plan to drop AMD from its lineup, Gateway pitched a surprise PC lineup this Christmas that included AMD's hot Athlon CPU.

Details

Gateway previous said that for "business reason," it would drop AMD from its lineup, in favor of Intel.

Their Spin

Gateway says it picked Athlon up for "business reasons."

Our Take

With Intel unable to make enought 733 Mhz P-III's to meet demand, it's no surprise that Gateway opted to sell both 750Mhz and 800Mhz Athlons.


amdzone.com
(This came out on January 3)

Petz



To: Mani1 who wrote (85218)1/5/2000 7:58:00 PM
From: Jim McMannis  Read Replies (3) | Respond to of 1575380
 
From the GTW thread...
From: +GVTucker Friday, Dec 3 1999 11:41AM ET
Reply # of 7446

According to S. Fortuna (ML analyst), he spoke with GTW management this morning and "GTW is experiencing difficulty obtaining C'mine based PIII 450 MHz processors....there may be revenue risk of between $30-$50 million in the quarter."

There must be some other original source for this story, as Fortuna got his info mid morning today, long after the sell imbalance"