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

To: steve harris who wrote (88603)	1/20/2000 5:12:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573351

<I saved one, but the other is missing. hp.com. You might notice some text at the bottom.... Winky winky....see below steve Slot A AMD Athlon 700 AMD Athlon 800 > Nice catch - King of Links! In Q4 Compaq was pretty much the only OEM shipping any quantity of Athlons (IBM may have been too anemic to count and NEC was in whole bunch of self made mess) Now we have Compaq, very aggressive Gateway, HP, a slightly more aggressive NEC. Only way to get much better than this for Q1 would be to add DELL or some corporate SKUs. Nice!

To: steve harris who wrote (88603)	1/20/2000 6:32:00 PM
From: Mani1	Respond to of 1573351

Steve, Thank you for the links to HP's Athlon 700 and 800! Very nice! AMD needs those sockets to keep the ASP from falling too much below $250. With Compaq, IBM, Gateway and HP shipping high end computers with Athlon, we might beat Intel in Q1 EPS. I do not buy the flat to down guidance. Mani