Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yougang Xiao who wrote (62708)	6/21/1999 8:38:00 PM
From: Bill Jackson	Respond to of 1579714

Youang, I am not sure what motherboards and chipsets will be ready 'at the end of june'. Finished motherboards and chipsets do not spring from the earth overnight. One hopes the dialogs with Via and the AMD chipset have allowed various vendors to get chipsets and mobos ready for the K7 when they open the gates. Usually the mobo makers and tier one vendors have the ability to spend a few bucks and develop the board. Small screwdriver(SD) shops cannot, they must buy mobos from whatever maker has them and CPUs on the spot market(unless AMD markets directly to the SD ??, they may). I expect it will be shortage and scarcity out of the gate until the K7 either earns it's spurs or falls flat on it's face after a few weeks. Once the situation is mature with K7 mobos and cpus available all over the place we will see how this develops and how it competes at all levels. The tier ones often insist on this lead time, otherwise the SD shops will eat their lunch. At any time you can buy SD products for 20-30% less that tier one stuff, and it is just as good since all the parts are made in automated factories. It used to be the power supplies and cases were hand solders etc...no more...all full auto now. same with mobos and drives etc....what else is there to save money on with hand labor? NADA.....SD clones are 100% as good as tiered product and they have one outstanding advantage(other than price)....they are industry standard. You can upgrade mobos etc when you like. The tier stuff has funny shaped mobos that fit their funny shaped cases. the tiers want to leave you with no upgrade options att all...just buy another. Bill

To: Yougang Xiao who wrote (62708)	6/21/1999 8:59:00 PM
From: Charles R	Respond to of 1579714

Yougang, <Assuming the statement is true, and the small speciaty shop can ship K7 boxes in early August, then, how about tier one OEMs? > You nailed it! <However, it seems that AMD is back-pedaling by saying Systems be available in Q3 (per www.3dnow.net), which sounds like backing away from Jerry's Q1 CC statement that K7 boxes be available as early as in July. > Calender Q3 starts ion July 1st and AMD's Fiscal Q3 starts in a week so I am not sure what backpedalling 3dnow.net is talking about. All I can say is that I am not aware of any nastry rumors that would put volume shipments past August. AMD is tight-lipped more than I ever thought they would be and IMHO a positive surprise is as likely as a negative one. Let's see. Chuck