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


To: grok who wrote (66601)7/24/1999 5:29:00 PM
From: Charles R  Respond to of 1573695
 
KZ,

<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.)>

Good observation about Asian manufacturers. I complete share this view.

Chuck