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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (68312)8/10/1999 4:45:00 PM
From: kash johal  Read Replies (2) of 1578538
 
Jim,

re: Gateway

I suspect there are some problems that AMD has not disclosed. Probably chipset or MB related.

I agree that GTW will hop on once CPQ/IBM pioneer the bugs out.

I suspect that the MB manufacturing is non-trivial here.

700Mhz capable boards in millions of units/mo. for AMD/Intel CPU's.

It doesn't surprise me that there will be MB manufacturing/yield problems.

With limited capacity which would u build - the proven PIII MB's or the new K7's where u might end up eating inventory.

I can see why the supply chain may be hesitant.

Not to beat a dead horse AMD should have seeded the MB guys with guarantees or credits or something.

At least the did the 750 chip set but the MB is where the problem is.

Oh well.......close.

regards,

Kash
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