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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (81539)11/30/1999 9:20:00 PM
From: Dan3  Read Replies (2) of 1572969
 
Re: So now, what do you believe?

Hi tejek,

I pretty much agree with everything you've said. I think the appearance of the Athlon has bumped upward the speed at which a "fast" chip is expected to run, and as a result the market segment that Intel had expected to satisfy with a mix of .25 and .18 Pentiums is demanding only .18 Pentiums - and there aren't that many of them. There seems to be something of a glut of 550 Pentium IIIs.

I do know that Gateway seems to have plenty of 700MHZ parts. A coworker ordered one and received it in 2 weeks instead of the promised 3 - why Dell is getting screwed is beyond me (according to anecdotal information posted here and in other places that Dell can't get chips).

Intel would probably have been a lot better off saying they wouldn't be ramped up until the end of the year, instead of saying there wouldn't be a supply problem. As it is, Intel appears out of control and undependable as a supplier.

Broadcasting upcoming price cuts may have been an attempt to reduce near term demand - essentially, Intel is telling its customers that if they are willing to wait an extra month or so (and not chase scarce product now) they'll be rewarded with a price cut.

IMHO, These recent moves are only good marketing practice - it was the attempt to block Athlon motherboards that was despicable.

Regards,

Dan
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