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

To: Cirruslvr who wrote (96906)	3/5/2000 1:17:00 PM
From: SteveC	Respond to of 1572017

"Wow, Gateway is laying it on thick." I agree, I love what Gateway is doing. This is the one marketing development that Intel should fear the most: a top notch OEM that is offering the consumer a clear, side by side choice between AMD & Intel PCs where everything is the same aside from MHz & price. People buying from Gateway trust Gateway and this should overcome the latent advantage Intel has from simply being Intel. For Gateway this appears to be a great deal. I assume that Gateway's profit from AMD chips is higher than on Intel PCs, and that Gateway believes it can improve its market share by delivering an AMD PC to more price sensitive customers who still want a mid to high performance PC. I can't wait to see what happens when Gateway starts directly positioning 950 Athlons against 700 PIIIs. AMD should have amazing sales growth in its high end chips over the next 2 quarters. Who cares about the Celeron/K6/Spitfire battle if AMD can sell as many of its top Athlons as it can produce? I could see AMD coming close to doubling its 1999 revenues this year. Hopefully, the market will soon wake up to this possibility.