Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Charles R who wrote (66581)	7/24/1999 4:13:00 PM
From: grok	Read Replies (1) of 1573705

RE: <Industry sources said Intel is shipping product first to its top-tier, key OEM accounts, forcing second-tier OEMs, some white-box makers, and merchant motherboard suppliers to fend for themselves.> This Intel chip set shortage is coming at an especially bad time for Intel. Their plan to force the entire industry to use Intel chip sets and Rambus drams is already suspect. Now if they are leaving customers high and dry on older generation chips sets it must be making many people in the PC industry determined to not be totally dependent on eating out of Intel's hand. I see growing support for Via chip sets and srdram/ddr-dram. Perhaps even growing support for K7, not just to use it if it turns out to be the fastest thing on the market, but to use it as a way to be less under Intel's thumb. All this will be especially true in Asia which is probably getting the short end of the BX supply and knows how vulnerable they are to Intel's whims. And I expect that Asian PC manufacturing is growing very fast now and in the future due to both very low cost PCs in US and fast market growth in Asia as it recovers from Flu and China starts buying PCs faster. (Maybe even growing support for K6.)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next