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

To: boris_a who wrote (124922)	9/27/2000 1:12:29 PM
From: tejek	Respond to of 1575535

Ted, I seriously expect another warning from Intel (Q4). The price for a 1GHz cpu is heading to < $300. Intel has almost no parts up there. P4 won't help near term. And Duron 800 is near. "Volume is our vaccine", tm Sanders. Call it "Dresden effect". Watch those European OEM's jumping ship now. This is going to set up pressure. The big OEMs (Compaq, HP, Gateway, Fujitsu-Siemens) will crank out Giggys at nice X-mas prices. Boris, You may well be right. Aside from the business side of things, the markets are creaming anything does not perform, or even if there is a hint of nonperformance like CSCO yesterday. ted

To: boris_a who wrote (124922)	9/27/2000 4:28:16 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 1575535

The big OEMs (Compaq, HP, Gateway, Fujitsu-Siemens) will crank out Giggys at nice X-mas prices. Dell must really be sweating now. While it would not make business sense I half hope that AMD has the balls to tell them where to go when they finally come knocking. Perhaps that is what it is to be a Droid? Supporting AMD is a personal thing, Intel and Dell must go down whatever the cost :^) Actually I don't think you can consider yourself a Droid until Paul has given you a nickname.