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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Gordon Hodgson who wrote (177383)	4/5/2004 8:06:08 AM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 186894

I don't know why you would come to a conclusion that AMD is any worse off than Intel. Pavilion PCs Show HP's Increasing Use Of AMD Chips HP has been the largest PC vendor to support AMD's chips on the desktop, with Dell declining thus far to do so. The new PCs, along with the release of four HP a500n series PCs with AMD processors, suggest that HP is shifting to the AMD product line for its Pavilion desktop PCs, Duboise said. "While it is true that HP has been a long time proponent of AMD, the fact that four out of the first (retail) 500 series models sports an Athlon CPU is big news. Intel is surely not pleased about the exclusion of the Celeron CPUs within HP's mainstream value segment, but ARS feels this move is directly connected to the recent increased success of AMD-powered desktop machines sold within the retail marketplace," Duboise wrote in a recent research note. Gateway (nyse: GTW - news - people )'s eMachines division did very well in retail stores with Athlon 64 and Athlon XP PCs earlier this quarter, and HP did not want to concede that market, Duboise said. Last quarter, eMachines released an AMD desktop with a multifunction DVD drive for less than $800 that drew much interest from retail consumers, Duboise said. HP's new a500n systems aren't always cheaper than their eMachines rivals, but they are close enough in price to take back some of that business, she said. HP's new product launches as well as the success of the AMD-based eMachines PCs show that "it appears as if HP is intent on increasing its share of that AMD pie," Duboise wrote in her research note. forbes.com