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Politics : Formerly About Advanced Micro Devices
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To: Process Boy who wrote (96768)3/4/2000 10:31:00 AM
From: Bill Jackson  Read Replies (1) of 1572780
 
PB, Well, it certainly does look like the entire Intel operation has been pushed had and is having problems shipping product at the top end. It is true Intel is bigger than AMD, but it is shipping more faster parts than Intel is as measured by the availibilty on pricewatch etc. This is an observation and it makes no sense to say Intel is making then and holding them or shipping to a few select buyers and starving the retail channel as that is senseless and irrational for Intel to do as it feeds few low margin accounts and starves the disty channel where the future lies and leaves that to AMD.
I hear your comments that million are coming down the spout...I have heard them for months now and the spout still drips a sparse few.
Let Intel have the glory of announcing and let AMD have the share of shipping? is that the AMD strategy?
I can see the scarcity of intel parts making more and more buyers shift over to AMD as time goes by and AMD mobos and parts fill out all the channel niches and cement their poristion. Late shipping of millions of parts that may sit on shelves as people are happily shipping AMD systems sounds like a bad strategy. Now the screwdriver shops can face Dell to a standstill and easily match their price and quality.

Bill
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