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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (81195)	11/27/1999 2:11:00 PM
From: Jim McMannis	Read Replies (1) of 1574054

Charles, RE:"Intel, by forcing the OEMs to move up the segmentation ladder, by denying allocations of low-speed Celerons and PIIIs may have caused considerable grief to the Intel dependent OEMs that have a lot of retail business (HP, Gateway, Emachines for sure and even Dell to some extent)."... This may be true but I think you are missing the rest of the story. It is the high speed ATHLON that has caused these OEMs to move up the segmentation ladder. Clearly they hadn't counted on offering such high speed chips so early. Here's what I think happened. OEMs put in orders for Coppermines a few months ago. Lower speed grades and a transitional amount of chips. Along comes Athlon offering higher speed grades. As a result these same OEMs were forced to either go with the Athlon and/or increase their requests for both the numbers of Coppermines and higher speed grade Coppermines. This is why...1. Intel keeps saying demand is really great for the coppermine and 2. OEMs keep complaining that they can't get enough. OTOH, Intel made promises they couldn't keep and still can't keep. They have dropped the ball so many times now that nearly all their toes are broken...all this started with the CPU serial number which a lot of people are still POed about not to mention the Coppermine delay, the i820 DIMM slot problem and recall of motherboards, an i820 chipset that runs slower on 100MHz RAM than the BX chipset, non-existent and too expensive RAMBO*, irrelevant benchmarks run on non-realistic platforms, no real 133Mhz chipset AND with a "wait for us" arrogant attitude shoved down loyal OEMs throats. Meanwhile, loyal OEMS open up the paper every day and see Athlons systems plastered all over the newspapers. They turn on ESPN and see Athlon adds during footbal games involving their alma maters. They ponder...enough is enough... Jim

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