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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: AK2004 who wrote (12295)	10/9/2000 2:36:11 PM
From: Maverick	Respond to of 275872

Tbird Used in 11 worldwide HP Pavilion X7XX Series PCs hp.com The new AMD Athlon processors are offered at the following clock speeds: 1,000 , 950 MB, 900, 850, 800, and 750 MHz. HP Pavilion System Microprocessor and Speed System Memory HP Pavilion 8715 (U.K.) AMD T-bird 800 MHz 64 Mbytes SDRAM (100 MHz) HP Pavilion 8720 (Spain) AMD T-bird 750 MHz 64 Mbytes SDRAM (100 MHz) HP Pavilion 8725 (U.K.) AMD T-bird 750 MHz 64 Mbytes SDRAM (100 MHz) HP Pavilion 8725 (France) AMD T-bird 850 MHz 64 Mbytes SDRAM (100 MHz) HP Pavilion 8730 (U.K.) AMD T-bird 800 MHz 128 Mbytes SDRAM (100 MHz) HP Pavilion 8765C AMD T-Bird 900 MHz 128 Mbytes SDRAM (100 MHz) HP Pavilion 8770C AMD Athlon 850 MHz 64 Mbytes SDRAM (100 MHz) HP Pavilion 9722 (Asia/Pacific) AMD T-bird 850 MHz 128 Mbytes SDRAM (100 MHz) HP Pavilion 9780C AMD Athlon 900 MHz 128 Mbytes SDRAM (100 MHz) HP Pavilion 9790C AMD Athlon 1000 MHz (1 GHz) 128 Mbytes SDRAM (100 MHz) HP Pavilion XL776 AMD Athlon 850 MHz 64 Mbytes SDRAM (100 MHz)

To: AK2004 who wrote (12295)	10/9/2000 2:42:43 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

Albert, <while I do believe that the soft demand is good for amd as it lets amd to gain market share it would also cause some adverse earnings effects. > I did not mean to say that I like the soft demand conditions. I was just pointing to a silver lining in the cloud. <And Gateway Athlons are discounted to begin with.> In my estimation, Gateway sells more 1.1GHz Athlons than all the other players combined. I am sure AMD's ASPs at Gateway are better than at any other large OEMs (especailly Compaq, which seems to have gotten into a habit of staying mainly at the low-end). So, I think the discounting at Gateway is cool. I wouldn't ming if AMD discounts a little bit more to get Dell ;-) Chuck