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

To: dougSF30 who wrote (15263)	10/20/2000 3:09:17 PM
From: Goutam	Read Replies (1) \| Respond to of 275872

Doug, From the techweb web site- 'Replacement' PCs to Dominate Holiday Sales (10/20/00, 12:02 p.m. ET) By Mark Hachman, TechWeb News Kind of a boring article, but here are the some excerpts that I found interesting: _____________________ [...] With the PC market growing ever more saturated, vendors expect this season's sales will be driven by so-called "secondary" PCs, or supplementary machines for children or other members of the family. [...] Buying a second PC for the home also doesn't necessarily mean that consumers will seek out the bargain bin, analysts and executives at OEMs said. Both groups expect that home PC buyers will certainly purchase low-end machines to give directly to their kids, but they say about half will buy a high-end machine for themselves, donating the older, slower machine to the household at large. [...] In 1999, U.S. PC makers sold 12.5 million PCs during the fourth quarter, an increase of 15.7 percent over 1999. This year, IDC expects U.S. PC sales to grow 171.1 percent (comment:17.1% ?), to 14.6 million units, during the same period. [...] The holiday season is assumed to kick off on "Black Friday," the day after Thanksgiving, although PC sales gradually increase starting in October. In a third-quarter conference call of Gateway Inc. (stock: GTW) recently, chief financial officer John Todd said the company's seasonal boom generally starts on Nov. 15. [...] The traditional advantage of Dell Computer Corp. (stock: DELL), for example, has been to offer a quality PC with a lower price and superior support, said Brian Zucker, Dell's technology evangelist for home and small business products in Round Rock, Texas. [comment: oops ... two if not three speed grades lower than the competition this quarter] [...] While the sub-$1,000 PC segment should fare well, analysts said consumers are willing "to pay more to get more." "The real value in value PC is at the $799 range," Baker said. "But the $1,000 to $1,300 price point is gaining and doing well." While the $1,000 PC has held stable at about a third of U.S. retail PC sales since last June, the sub-$600 segment has shrunk dramatically, down from 42 percent to 22 percent. [...] PC Data's Baker said he looks for a relatively even split between AMD- and Intel-based PCs, with AMD's low-end share picking up as well. Advanced Micro Devices Inc. (stock: AMD) has had a relative vacuum in the low-end PC because the company's aging K6-2 really isn't seen as a competitor to the Celeron from Intel Corp. (stock: INTC). [...] techweb.com ______________ goutama