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To: Petz who wrote (9253)	9/19/2000 7:28:27 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Petz, Re: I'm concerned that Compaq may have dropped AMD or AMD above 900 MHz in order to get first dibs on the P4's I don't expect Compaq to ship meaningful quantities for P4 retail systems this year because they will by much to expensive for the retail market initially. The 1 GHz Athlon are probably closeouts because they are still Slot A systems if I recall correctly. The question is if they will be replaced by 1+ GHz Thunderbird systems (KT133) or by 1 GHz P3s... At very good sign is IMO that Compaq is now selling Durons in retail (has anyone spotted them already?), so at least infrastructure support is there. BTW, was the 1 GHz P3 from Compaq or from HP? Andreas

To: Petz who wrote (9253)	9/19/2000 10:23:00 PM
From: Cirruslvr	Respond to of 275872

Petz - RE: "I'm concerned that Compaq may have dropped AMD or AMD above 900 MHz in order to get first dibs on the P4's. OTOH, maybe Compaq is in the midst of a model changeover. I also noticed that a 900 MHz Athlon machine was featured in Fry's ads for the past week." I think it is a model changeover. The News.com article about Durons missing back to school said Compaq would use Durons for its holiday models. So when this model changeover occurs they will probably revamp their whole line up with different model numbers and hopefully keep Athlons in the high-end. Here's the quote - "The delay, which usually lasts a few weeks at most, comes as a result of a wrinkle in the product design calendar. Compaq Computer and Gateway, for instance, won't fit Duron into their product lines until the holiday buying season. IBM sells a Duron computer, but only in Canada and Asia. "Back-to-school (computers) are out," a Compaq representative said. "The next rollout of product will be for the holiday season." " news.cnet.com There was also a News.com article that said HP chose the PIII for their new high-end PC line. This is what Paul saw at Frys (1GHz and 933MHz). The only way for AMD to get back the high-end in HP pcs will be with 1.1GHz and 1.2GHz, which could easily happen if the 1.13GHz PIII (version 2.0) takes as long as previous high speed PIIIs to ramp.