SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jim McMannis who wrote (68323)8/10/1999 5:13:00 PM
From: kash johal  Read Replies (2) of 1578851
 
Jim,

Re:"If I was a OEM I'd add the Athlon immediately, BECAUSE, when it takes off I'd want to be first in line for the chips. IMHO, Dell and Gateway run the risk of being outflanked by some other boxmakers."

I agree with u as a kamikaze investor.

However if you are a box builder u might want to wait and see how the chip does in the market. Build a few, make sure no major bugs and manufacturing problems.

Imagine u are head of compaq and put 1/2 a million MB's in WIP for Christmas. And u only get 200K AThlons-- u might make CPQ miss the quarter really babdly. As u would have missed selling 300K systems. To scramble u might have to pay open market pricing for PIII's and MB's.

So I can see a go slow intro.

And thats clearly what AMD is worried about too.

The white box and mom/pops will be key for the K7.

As these guys use name MB's anyway so they will suck up K7's depending upon demand.

I suspect it will be Q2 2000 before K7 is truly ramped up big time.

Regards,

Kash.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News