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

To: xun who wrote (94166)	2/18/2000 10:16:00 PM
From: niceguy767	Respond to of 1578290

panic_mob: Re: "If the KX-133 MBs are coming out in volumn, I just don't see how Intel can prevent AMD from dominating the consumer market through out this year. Comment: Intel can't prevent AMD from dominating the top-end of the market in the near term and that is where AMD's gravy train lies...If AMD ships 2 million "spry Athys" in Q1, (with GTW and HP presence that is looking more likely each day), AMD will not only break the $1 billion dollar revenue barrier but also set a new quarterly earnings record, possibly breaking the $1.00 barrier!!! Think, once I sort out my Feb option situation, I'll be a buyer again on Monday! Just too much fundamental value to keep it at $40, or for that matter under $50, for anything but a very short period of time!

To: xun who wrote (94166)	2/18/2000 10:26:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1578290

Re: HP Athlon 800 at local Best Buy and Micro Center! Also local Sam's has HP Athlon 700 and 550... I'm kind of surprised by that. Given that Intel and HP designed their future as a joint effort (isn't Willamette / Foster pretty much the end of the 32 bit line? Doesn't desktop go to Madison or Deerfield from there? Isn't the 64 bit Itanium / Mckinley / Madison / Deerfield a team effort by HP and Intel?) I would have expected Dell to go with Athlon before HP. And HP should have been in a very good position to know that this flood of low cost GHZ+ PIII's was a few weeks away - you can't very well be part of the design team unless you have complete knowledge of the process you are designing for. So why are they adding Athlons all of a sudden? Why would HP bother to add all of those SKUs and commit to supporting for years a platform they should know is (or, perhaps, isn't?) about to be passed by? Puzzled, Dan