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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (36122)	8/16/1998 7:00:00 PM
From: Buckwheat	Read Replies (1) of 1571772

Jim, I visited two custom builder shops this week-end in Atlanta. These shops have 3m and 5m in sales annually. The impact thus far with them (as a consequence of low inventories of Pentium MMXs and 233, 266, and 300 PIIs) has been higher sales of 266 and 300 K6s and K6-2s. The Celeron currently has a bad reputation with the custom builders and accounts for about $0 in sales at the shops in my area. This is something that Intel can probably overcome in time with the Celeron A becoming available to the custom builders. Intel might not have near the problem in selling IBM, CPQ, and HPW since their customers are probably less knowledgeable about specific computer hardware. I'm not sure that everyone fully understands the ramifications of the current and near-term shortages of Intel processors though. The shortage has nothing to do with a turn-around in CPU demand and likewise has nothing to do with an increase in demand for Intel CPUs. These shortages are for products the customer wants that Intel is unwilling or unable to produce (Pentium MMX 200 and 233 and PII 233, 266, and 300). The spot market price of these CPUs is further evidence of consumer demand for these CPUs. What Intel has told customers is that .35u CPUs are on the way out and they are shifting all production to .25u. If you want 300 mhz or less then you have to buy the Celeron or an alternative processor. If you want 333/350 mhz or above then you have to buy the PII processor. Additionally Intel is telling customers that they (Intel) require more lead time regardless of what type processor, or you (the customer) will risk having to buy an alternative processor. Things should really get interesting in the next few months. Not only will the fate of the Celeron and Socket 7 be decided, but we should also get a good indication as to whether "Intel Inside" is really that important to the home user and the small system business user. Regards Buckwheat

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