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

To: 5dave22 who wrote (56277)	9/25/2001 11:39:13 AM
From: Road Walker	Read Replies (3) \| Respond to of 275872

Dave, Is AMD still planning a fall marketing campaign? If the CPQ/HWP merger comes off, who do they have left, Sony and HWP? How much US advertising can you support with two OEM's, and the screwdriver shops? Also a combined CPQ/HWP would have huge pricing leverage over AMD. They will end up representing a very significant portion of AMD's business. But of course you are right, when they had the upper hand one to two years ago, they should have been investing in building brand, end user demand. It's obvious that Gateway feels they don't lose much, if anything, in the way of sales or gross margin dollars by going all Intel. That means the consumer values Gateway's brand over AMD's brand. John

To: 5dave22 who wrote (56277)	9/25/2001 12:39:25 PM
From: Petz	Read Replies (1) \| Respond to of 275872

Dave, I'm expecting an AMD marketing campaign when 1) Desktop Palominos at 1.5GHz+ are introduced and/or 2) Intel releases the i845. I think Intel is delaying the i845 just to avoid the bad press they will get on performance comparisons. Petz