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

To: THE WATSONYOUTH who wrote (47025)	7/10/2001 8:30:19 PM
From: milo_morai	Read Replies (2) \| Respond to of 275872

Another XEON BUG article. ragingbull.lycos.com

To: THE WATSONYOUTH who wrote (47025)	7/10/2001 10:05:39 PM
From: Road Walker	Read Replies (1) \| Respond to of 275872

TWY, re: So.... just after a quarter in which by all accounts AMD gained more market share from Intel than in any quarter in their history, you claim that the Circuit City wide data base says the correct thing from their perspective to do is to reduce AMD's display exposure from 10 systems to 2. You can't be serious. I don't know what the decision was based on, but the best guess is sales data. re: And so far..... I think my version of the reality makes a lot more sense than yours. Mr. Reality. If AMD loses shelf space, somehow the fix is in. It doesn't have anything to do with the consumer appeal of the systems the OEM's were offering. It doesn't have anything to do with sales data. It's the evil empire corrupting those poor folks at retail. Remember the song by the band Traffic: "Dear Mr. Fantasy, Play us a tune, Something, to make us all happy" AMD theme song. John

To: THE WATSONYOUTH who wrote (47025)	7/10/2001 10:15:43 PM
From: kapkan4u	Read Replies (4) \| Respond to of 275872

Here is some food for thought. Few months ago I was at Circuit City or Best Buy, don't remember, browsing the computer department, when a guy came to me and started extolling virtues of a P4 system. He was not wearing a salesperson uniform, so I asked him were did he get his information from. He became, a little uncomfortable and told me that there were 4 guys like him, on Intel's payroll who patrol the major Portland area retailers, mingle with customers and push P4 systems. Do you think that Intel will stop at bribing purchase managers? There is nothing that a little get together at Palm Springs can't do. Kap

To: THE WATSONYOUTH who wrote (47025)	7/11/2001 12:25:01 AM
From: Ali Chen	Respond to of 275872

TWY, "If there is a loser here, it is the average non informed consumer who is being denied a choice of competing systems." I tend to agree with you: something is fishy with retail. It is getting very non-uniform, in terms of relative percentage of Intel and AMD systems. It also depends on store chain. For example, this Sunday at SAMs Club in South Austin, I found the following lineup of computers: Duron-900, Athlon-1GHz, Athlon-1.2, Athlon 1.3, P4-1.5/PC800, and P4-1.7/PC800, all HP brand. However, at the Circuit City, a salesperson was trying to sell to a mom with teen kid a HP P4 system, 1.3 or 1.4 GHz, versus a P-III-1GHz. Mom was reluctant to P4 because "they are 0.5 grand more!", something like $1200 and $ 1300. I took a look at displays, and, oh my God! - both P4 were with PC600!!! More, the only 1-GHz P-III was a i810-based machine! I made a remark that you guys are trying to sell rock-bottom junk with PC600 to people, but the salesmen, young fella, said something with great authority, like "heh, the P-iii has only 133-MHz memory, while these P-4s have 600-MHz memory, which one is faster you think?" ... I quickly retreated. There was not a single AMD machine in the store, as far as I saw. Just my limited observations. - Ali