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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (86149)	7/26/1999 6:35:00 PM
From: kapkan4u	Respond to of 186894

<It's not the same. AMD failed to ramp-up the K6-2 to high enough speeds to compete against the Celeron. This led to a drop in the average selling price on AMD's side. This paired up with low supply created a double-whammy for AMD. In the situation with 440BX and 440ZX, the average selling price is rising. No double-whammy here. Just the opposite: price rises as supply dwindles.> I didn't say that the situation is the same. The article said that Intel is "forcing second-tier OEMs, some white-box makers, and merchant motherboard suppliers to fend for themselves". This is where the shortage of BX/ZX parts is similar to the shortage of high-speed k6-2s: both negatively affect customers and force them to look for alternatives. The BX/ZX shortage is caused by lower number of wafer starts due to the ramp of 810 chipset, which was planned as a replacement for much of the BX/ZX volume. When 810 parts were recalled several times due to bad testing and real-time clock problems the OEMs rushed to stockpile the alternative. Hence the price jump. Kap.