Thursday, February 02, 2006

Gateway should go 100% AMD

Gateway reported 4Q05 results with $0.06 profit per diluted share. The company sold 1.359 million PCes, of which 1.134 million were sold in the retail market. Gateway stock price is at less than $3.

My suggestion to Gateway: go with the leader, go 100% AMD.

AMD will give some nice discounts for sure, and Gateway can save the cost of dealing with the outdated INTEL technology, such as the costly BTX platform for extracting the 150 watts of heat from Pentiums.


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