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

To: milo_morai who wrote (30257)	3/4/2001 9:15:35 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 275872

Milo, This is good, but NEC also needs to adopt the dell model. they have gone down the drain over the years with obsolete Japanese conceptions of what the USA and UK markets are. They are still comparatively stonger in the UK and Europe than in the USA since they cling to the old models longer there than here. Olivetti, Bull, phillips for example. billion and billion wasted. Bill

To: milo_morai who wrote (30257)	3/5/2001 12:22:27 PM
From: Win Smith	Read Replies (1) \| Respond to of 275872

AMD snags first corporate win news.cnet.com This is the Cnet article from yesterday on the NEC story. "AMD is relatively well positioned right now," Kay said. Japan-based NEC, he added, has a recognized brand. Sunnyvale, Calif.-based AMD is negotiating with at least one major U.S. manufacturer on a corporate desktop deal, according to sources. Athlon chips have already appeared in computers geared at small businesses. An Athlon-based Hewlett-Packard notebook is expected soon. "We will probably see some more of these deals in the near future," said Linley Gwennap, an analyst with The Linley Group. "They have been working on getting Athlon into the corporate market for two years now." NEC ranked ninth in terms of market share in Western Europe in 2000, said Smulders, shipping 455,000 business computers to that market. By contrast, NEC ranked No. 2 in the Western European consumer market. Overall, the company held the sixth place with a 5.5 percent market share in Western Europe. Although AMD has virtually turned around its reputation since the release of the Athlon in 1999, the company faces a different sort of challenge now: a torpid economy. The slowdown in the PC market could put a chill on plans by some companies to adopt Athlon for business PCs. Adding the chip would add costs. Also, many companies are currently trying to bleed off excess inventory. "Anything which adds complexity adds costs. And in the current climate, companies are looking to simplify their product lines," Smulders said. Others, though, have said that AMD could benefit from Intel's accelerated push with the Pentium 4 into the corporate market this year. The Pentium 4 can currently only be hooked up with Rambus memory, which some corporate customers are nervous about, Mercury Research principal analyst Dean McCarron said. Offhand, it doesn't look like that big a deal, by the numbers. Every little bit helps, though.