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

To: andreas_wonisch who wrote (123912)9/14/2000 6:10:53 PM
From: tejek  Read Replies (2) | Respond to of 1579940
 
Andreas,

I don't know. It might have to do with pressure from Intel. Maybe they want to get P4 systems first (together with Dell). Or maybe they get better prices from Intel when they stay Intel exclusive in the US. Or maybe we are just speculating too much..

I too was concerned that it might be pressure from Intel re P4.

<No, Compaq is 50% AMD in the retail market (on a systems basis) and they have 1.1 GHz Thunderbirds available. The recent report from that analyst at ZDNet was nonsense. Compaq is still AMDs biggest supporter (along with Gateway).

Good. I was worried that a trend had started. Unbelievable that ZDnet would screw up like that.

Thanks for the info.

ted



To: andreas_wonisch who wrote (123912)9/21/2000 6:31:57 PM
From: tejek  Read Replies (1) | Respond to of 1579940
 
Andreas,

According to CNBC, there have been 14 million shares traded on Intel since 4 PM. Unless Intel comes up with a better spin by tomorrow, I believe we will have a disaster.

ted


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