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

To: Charles R who wrote (66581)	7/24/1999 2:39:00 AM
From: Cirruslvr	Respond to of 1573682

Chuck - RE: "And, for reasons that are beyond me, people on the INTC thread seem to be celebrating this news." I guess they think DELAYS of more expensive products (ZX vs. i810) don't seem to matter. But then again, DELAYS are second nature to them! From your link - "While Intel, analysts, and even customers initially characterized the problems as minor, an aura of instability surrounding the 810 has surfaced, motherboard makers said. Although the Intel spokesman said the 810 is the fastest-ramping chipset in history, with more than 3 million units produced, analysts said 810 supply is too low for the chipset to serve as a mainstream product." There you have it, the i810 is Intel's fastest ramping chipset. Too bad it isn't stable and has bugs!

To: Charles R who wrote (66581)	7/24/1999 4:52:00 AM
From: kapkan4u	Read Replies (1) \| Respond to of 1573682

<And, for reasons that are beyond me, people on the INTC thread seem to be celebrating this news.> It amused me too. Paul Engel is turning into a grouchy variation of unclewest from the RMBS thread. Kap.

To: Charles R who wrote (66581)	7/24/1999 12:48:00 PM
From: Ali Chen	Respond to of 1573682

Charles, <"shortage" of 440BX> The article says: <Although the 440BX and 440ZX chipsets were designed as a stable, long-term platform for corporate customers, Intel has encouraged customers to transition to the Intel 810, or Whitney,..> What I see here is a usual way of Intel's "encouragement": cut supply to customers to force product transition to a chip that is more profitable for Intel. Now we want Elmer to lecture us again on humanitarian values of "solo source" a-la Intel. Elmer, auuuh...

To: Charles R who wrote (66581)	7/24/1999 3:56:00 PM
From: grok	Read Replies (1) \| Respond to of 1573682

RE: <The Intel spokesman declined to comment on when the company expects to satisfy the 440BX and 440ZX demand, reiterating that Intel is “working quickly” to meet customer orders. Industry sources said Intel is shipping product first to its top-tier, key OEM accounts, forcing second-tier OEMs, some white-box makers, and merchant motherboard suppliers to fend for themselves.> This creates a huge opportunity for Via/NSM if they can deliver.

To: Charles R who wrote (66581)	7/24/1999 4:13:00 PM
From: grok	Read Replies (1) \| Respond to of 1573682

RE: <Industry sources said Intel is shipping product first to its top-tier, key OEM accounts, forcing second-tier OEMs, some white-box makers, and merchant motherboard suppliers to fend for themselves.> This Intel chip set shortage is coming at an especially bad time for Intel. Their plan to force the entire industry to use Intel chip sets and Rambus drams is already suspect. Now if they are leaving customers high and dry on older generation chips sets it must be making many people in the PC industry determined to not be totally dependent on eating out of Intel's hand. I see growing support for Via chip sets and srdram/ddr-dram. Perhaps even growing support for K7, not just to use it if it turns out to be the fastest thing on the market, but to use it as a way to be less under Intel's thumb. All this will be especially true in Asia which is probably getting the short end of the BX supply and knows how vulnerable they are to Intel's whims. And I expect that Asian PC manufacturing is growing very fast now and in the future due to both very low cost PCs in US and fast market growth in Asia as it recovers from Flu and China starts buying PCs faster. (Maybe even growing support for K6.)