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Politics : Formerly About Advanced Micro Devices
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To: Dan3 who wrote (84184)12/27/1999 10:11:00 AM
From: Bill Jackson  Read Replies (1) of 1573922
 
Dan3, The 'wait for .18' argument is quite valid as Gateway would not want to be managing a declining, soon to be extinct, product.
From a manufacturing point of view it is always best to have two sources of supply.....for the same product. The fact that the Athlon and P-III are not pin compatible places an extra hurdle in the way of AMD, although we are approaching the point where a P-III+ mobo and an Athlon + mobo are identical drop in parts for the standard as well as the OEM chassis. Once we reach that point, which can only come with full availability of the new 133 chipset from VIA(as well as similar(if any) offerings from others),then we will be at a simple decision point in the purchasing department, based on economics, speed etc.
From what I see in the press releases this whould occur in the middle of the first quarter in volume and 133 chip sets and mobos are even now in beta test at various OEMs.
Dell amd GTW have chosen to ride the price cut coat-tails of IBM and CPQ who supported AMD with socket share for the express reason of keeping them as a viable CPU supplier.
There may be another reason GTW does not sell the Athlon....they cannot get enough chips as a firm committed supply from AMD as AMD will give a priority to IBM and CPQ and the screwdriver channel. IBM and CPQ as a quid pro quo and the screwdriver channel(much larger than GTW) as the broadest and widest channel they can get.
As for the HSW selling Athlons? That is a large direct channel that does not care if you are short of chips from time to time, they will shift what they sell, unlike GTW/Dell who can get badly screwed if they lack parts for a while and they have no alternate source.
Now we have upped the core V by 0.1 volts on the Athlon...will we hear another chorus from the toaster brigade.

Bill
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