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To: billwot who wrote (45752)1/16/1998 11:03:00 AM
From: Joey Smith  Read Replies (5) | Respond to of 186894
 
Billwot,
I meant in terms of retail models offered, and not unit volume sold. Of course, all of CPQ's business, server, workstation, and virtually all laptops are Intel, so 90% of Total volume sounds about right. Still, if AMD can't deliver, AMD/CPQ/IBM will all have egg on their face, and Intel/Dell/Hwp will come out smelling like a rose. stay tuned.

joey



To: billwot who wrote (45752)1/16/1998 1:55:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Bilwot - Re: "AMD is only about 10% of CPQ's volume. One half sounds much more realistic to me."

Compaq ships about 2.8 million PCs per quarter - perhaps a little more in the final quarter of 1997.

AMD shipped a total of 1.5 million K6's in Q4.

Do you think they shipped all of them to Compaq?

Paul


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