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

To: survivin who wrote (118410)6/29/2000 8:51:00 PM
From: tejek  Read Replies (2) | Respond to of 1578495
 
Gateway to up AMD chip usage to 50 percent
Thu, 29 Jun 2000 12:23:39 GMT
Will Knight

Gateway has always been a fan of Intel, but now AMD is on a roll, the PC giant is looking at a 50/50 split on its microprocessor range

Computer manufacturer Gateway is likely to continue eroding the number of Intel processors it uses in its PC family with the cheaper and often faster range of chips from AMD.

survivin

Excellent news....I need to figure out what that means in terms of actual chip consumption by GTW to go from 20-30% to 50% usage.

Dave22, your margin call may not be in vain. <g>

ted




To: survivin who wrote (118410)7/1/2000 6:36:41 PM
From: Charles R  Read Replies (1) | Respond to of 1578495
 
survivin,

<http://www.zdnet.co.uk/news/2000/25/ns-16308.html>

Thanks for posting the ZDnet article.

<"You can't be reliant on a supplier that is that erratic," he says.>

This is kind of neat from the AMD perspective. Now, Intel is getting labelled as "erratic" supplier.

< "I think shortages have another six to twelve months to run." >

Lot of capacity has come on line since Q1. As things start right now, I will be surprised if we have shortages in Q4.

Chuck


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