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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (99634)	2/22/2000 12:29:00 PM
From: Jim McMannis	Respond to of 186894

Kash, A Gateway Athlon 600 system I helped order on 2-16-00 has already shipped. This because I called today to cancel and reorder a 650. Apparently, Gateway is not waiting on Athlons... As far a price cuts...they are much better when they follow the addition of new speed grades...and AMD just added the 850. Jim

To: kash johal who wrote (99634)	2/22/2000 1:20:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Kash, <Being more nimble and having 100% capacity running 0.18 micron sure has its advantages.> I don't think AMD is 100% at 0.18u. I do think all their Athlons are at 0.18u, but they haven't introduced a 0.18u K6-2 yet. And AMD said that they're experiencing higher-than-expected demand in the low-end. Therefore, most of their capacity still seems to be concentrated toward 0.25u K6-2's. But no matter how you slice and spin it, Intel is still the volume leader. Tenchusatsu