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

To: Petz who wrote (86321)	1/10/2000 3:22:00 AM
From: ptanner	Respond to of 1573458

Petx <The significant thing here is that the small to mid-sized business markets will be the first to adopt the Athlon, since they generally don't care if Intel is inside, outside or sleeping.> Being a small business myself (and only me, very small) the key aspect of a PC purchase is the reliability and overall quality satisfaction of the vendor. My former employer purchases Gateways exclusively (engineering/office/CAD) and been very satisfied. Compaq hasn't really interested me and IBM didn't offer much selection. Second tier vendors and local shops may offer a quality product and service but as the old phrase goes/went (?) "you never heard of someone getting fired for buying IBM." PT

To: Petz who wrote (86321)	1/10/2000 12:17:00 PM
From: Charles R	Respond to of 1573458

Petz, <1. PT's estimate of 270K Athlon CPU's/quarter based on annual system sales of 3.6M systems and capturing 30% of the 55% $1000-$1400 pricerange may even be slightly conservative. According to investor.gateway.com, Gateway shipped 3.54M systems in '98, so its gotta be 20% more now, although Q1 is generally weak.> Thanks for the info but a word of caution. At Gateway and other OEMs the system volumes drop as ASPs rise. So, 55% of business at $1200 point may not mean 55% of unit shipments at that level. Chuck