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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (30498)	1/20/2000 12:05:00 PM
From: MeDroogies	Read Replies (1) \| Respond to of 50167

What is your view of the fact that AMD shipped a ton of chips, that IBM lost PC sales in a strong PC sales market, and that Dell isn't gaining share? I'm thinking most of this news bodes very well for CPQ....your view?

To: IQBAL LATIF who wrote (30498)	1/20/2000 12:39:00 PM
From: broken_cookie	Respond to of 50167

Hi Ike, Re:AMD and INTC and market share. AMD has a great opportunity to steal market share in the main stream upscale desktop market. This market is too low priced to include Rambus RDRAM memory. INTC doesn't plan to release its SOLANO Chipset (which supports 133MHz SDRAM) until next quarter. VIA Technologies began shipping its Apollo KX133 chipset last week. This chipset PC133 memory, 4xAGP graphics and support for AMD's 200MHz front side bus. VIA also makes a Pro133 chipset for Intel which supports 133MHz SDRAM and a 133 MHz front side bus. The point (without all the gobblyguck) is that Athlon is currently running neck and neck with the Coppermine chips and should receive a 5-10% boost in performance with the faster memory. This would give AMD a benchmark winner in the sweetest spot on the (margin times volume) PC curve. Anyway, I'll be buying an Athlon system (my first AMD CPU since a 486) and while this alone won't put them over the top <g>, I am lightening up on INTC and buying some AMD. Expect INTC to catch up by late Q3 -MHO. I would be watching (like a hawk) for any news on AMD not hitting production quotas. Rich