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

To: Road Walker who wrote (46996)	7/10/2001 6:20:55 PM
From: THE WATSONYOUTH	Read Replies (2) \| Respond to of 275872

That's not the way it works. The buyer for Curcuit City makes a decision on what is displayed, the complete product mix. Negotiations and decisions are complex, to say the least. I'm sorry but I think the decision on what is to be displayed can easily be influenced by payoffs. Up front money has a way of making complex decisions much less so. The proportion and total number of H.P. and Compaq systems are not changing. There is no bidding war for slots. Neither OEM seems to be gaining or losing display slots. What is changing is the percentage of AMD systems which occupy those slots. It has gone from perhaps 40% with multiple Duron and Athlon systems to one AMD system from each OEM. The difference is startling. Yet, three salesmen claimed that the AMD systems were selling very well (if not better than Intel systems) before the change. I just do not believe that Intel funds are not involved in this. It is simply obvious. THE WATSONYOUTH