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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (90314)1/28/2000 8:45:00 PM
From: Charles R   of 1574797
 
Petz,

<looked in Fry's last night and five days ago and the CuMine 800 systems are gone>

For the near term no customer (spare Dell) will get much of 800s. This probably is part of the reason why HP is signing up for Athlon-800s (from Jerry's conf call).

I was thinking that Intel 800 situation should improve substantially in February/March but based on the Dell situation and the bleakness of CuMine inventory in distribution it is probably going to be March/April (at the earliest) for the 800MHz supply and demand come into some kind of balance.

From the AMD perspective I say - Let the good time roll!

Chuck
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