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

To: Charles R who wrote (13592)	10/12/2000 9:54:01 PM
From: Maverick	Read Replies (1) \| Respond to of 275872

www.bzboyz.com/cpus_amd.html has 1.2GHZ TBird @595

To: Charles R who wrote (13592)	10/12/2000 9:54:01 PM
From: Maverick	Respond to of 275872

www.bzboyz.com/cpus_amd.html has 1.2GHZ TBird @595

To: Charles R who wrote (13592)	10/12/2000 11:53:31 PM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: I am guessing are representative of comparably equipped systems, it will at least make a lot of MIS types stop and think. Gateway continues to sell high speed Athlon systems pre-configured with Windows 2000 and 3Com network cards. Those systems aren't going into the consumer market, they are quietly nibbling their way into the enterprise. It's a real opportunity for Gateway to become a larger player in the corporate market - and an equally large opportunity for Dell to bleed market share and bleed profits. Regards, Dan

To: Charles R who wrote (13592)	10/13/2000 12:42:53 AM
From: Cirruslvr	Read Replies (2) \| Respond to of 275872

Chuck - RE: "I think this may have to do with the delayed P4 ramp than anything else." Interesting that AMD felt it needed to reduce prices this much against Willy. Of course, the low prices could be a result of great binsplits at Dresden. The low prices will steal some sales from Intel. A 1.1GHz Athlon system costs $90 less than a 1GHz PIII system at Gateway. I bet Micron, Tiny, and Vobis are glad they decided to use AMD! "I think we will not see 1.33 until mid-Novemeber or even late-November. So, there will be a month or so when AMD will not have any part over $500." You think when AMD releases 1.33GHz they won't reduce prices on everything else and keep the 1.33 at less than $500? (I assume you're talking about Thunderbird and not Mustang.)