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

To: Joe NYC who wrote (22633)12/16/2000 12:59:07 AM
From: Jim McMannisRead Replies (1) | Respond to of 275872
 
RE:"What's interesting is the $300 jump to 1 GHz part, with the only difference that I can see being the processor and 20 GB hard disk vs. 10 GB"

The video card is a little better.
I also noticed that the 10 and 20 Gig HDs are 5400 where as a couple weeks ago the 20 gig was a 7200 rpm.

Looks like gateway has brought in a bean counter to expand margins...
They also appear to be yielding more to the low end...

Jim



To: Joe NYC who wrote (22633)12/16/2000 9:54:26 AM
From: Dan3Read Replies (1) | Respond to of 275872
 
Re: What's interesting is the $300 jump to 1 GHz part, with the only difference

I guess we're all thinking that there's a little bit of magic associated with the next big round MHZ number.

And AMD's sweet spot is just above that number, while Intel's is just below it. Since AMD can only supply a quarter of the market anyway, AMD should be OK next quarter, even if the general PC market isn't.

Regards,

Dan


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