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

To: Eric K. who wrote (108399)	8/25/2000 8:43:58 PM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Eric, Re: If you weighted based on revenue to the cpu maker and adjusted for Gateway's not overly strong corporate presence, I think you would see parity and perhaps a slight AMD bias. I very much doubt about that given the figures of how many CPU shipped last quarter from Intel and AMD. gary

To: Eric K. who wrote (108399)	8/25/2000 9:15:01 PM
From: Road Walker	Respond to of 186894

EriK, re: The salient features of the Gateway pages (as related to AMD) are an Athlon-based "Select" system available after clicking on the "Desktops" option from five of the six pages, and no Athlon notebooks or corporate lines. Gateway doesn't use K6-xs, which makes the absolute number of AMD based systems you see small. If you weighted based on revenue to the cpu maker and adjusted for Gateway's not overly strong corporate presence, I think you would see parity and perhaps a slight AMD bias. "Dear Mr. Fantasy, play me a tune, something to make us all happy...". John