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

To: chic_hearne who wrote (110953)	5/15/2000 12:17:00 PM
From: Yougang Xiao	Read Replies (2) \| Respond to of 1578296

From Albert 1 of 3: The Boswell Report: PC Sales Decline As ASP Rises 5/15/0 9:20 (New York) Allison Boswell Consulting, Inc. writes, "PC sales declined 22.9% this month back to February's level. ASPs remain high and continue to ascend, increasing 2.6% sequentially. AMD is starting to capture the high-end market this month although INTC continues to prevail in the volume speeds. Sales of sub-$1,000 PCs fell this month, down 26.9%, including sales of sub-$600 PCs, which increased for the second consecutive month, up 68.4% sequentially." Full report dated April 30, 2000 from the Boswell Report.

To: chic_hearne who wrote (110953)	5/15/2000 12:22:00 PM
From: 5dave22	Read Replies (1) \| Respond to of 1578296

Chic, I liked this line ... "When the Willamette hits later this year/early next year, for Intel's sake, RDRAM better be affordable because a Tehama + MTH + SDRAM solution is going to severely cripple the performance of Willamette." A lot. And this one ... "If RDRAM doesn't catch on, the consequences could be severe for Intel, since they are the ones that have invested so much of their roadmap in this one technology." Dave