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To: rudedog who wrote (113565)10/14/2000 4:14:55 PM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Rudedog, re Compaq and Dell, "Both companies are growing laptop revenue at more than twice the rate of desktop revenue."

Something our AMD friends never talk about. They'd rather concentrate on AMD's successes in pushing the GHZ in the slower growing desktop sector. The way it's going with their price bombing, it's like they're having a party and nobody's showing up.

Too bad Sun doesn't "have an AMD." It would certainly liven up the Sun thread.

Tony



To: rudedog who wrote (113565)10/14/2000 10:44:13 PM
From: Jim McMannis  Read Replies (2) | Respond to of 186894
 
Dog,
RE:"For CPQ and DELL last quarter it represented a little more than 20% of units and almost 30% of "PC" revenues. It was 30% of product revenue for DELL."

What about units? Margins? Hard for me to believe 1 of every 5 computers Dell sells is a nothebook. I'd guess it was more like 1 out of 20.

BTW, DID YOU EE WHERE DELL RECALLED 27,000 INTEL POWERED NOTEBOOKS BECAUSE THERE WAS A DANGER OF FIRE? Something to do with battery drain....

Jim


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