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

To: wanna_bmw who wrote (52038)	8/22/2001 2:48:25 PM
From: peter_luc	Respond to of 275872

wanna_bmw: "My point is that K&M Elektronik may be selling top bin K7 processors, but that may not be what the rest of the market is doing." Absolutely true. K&M Elektronik may only be representative for the very small percentage of the DIY enthusiast market in Germany. Nevertheless, it shows how popular the Athlon is in Germany among the hobbyists. Peter

To: wanna_bmw who wrote (52038)	8/22/2001 4:11:23 PM
From: Bill Jackson	Read Replies (2) \| Respond to of 275872

wanna, The K&M Electronik data shows that people who make up their own minds are buying AMD products instead of Intel products. This will trickle down to the corporate level as the news that AMD stuff works well and fast diffuses into the IT depts manglers(at the top of the manglement heap). As this happens those IT depts will buy AMD products from those major OEMs that offer tham. This will give the smaller OEMs with the flexibility to shift from Intel an opening. Bill