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: Process Boy who wrote (73610)	10/1/1999 1:16:00 AM
From: kash johal	Read Replies (1) \| Respond to of 1573827

PB, Re:"Compaq has yet to release its promised Athlon computers. Gateway, another former AMD partner, has stated it will move back to the Intel camp. Part of the problem has been an inadequate supply of internal components that work with the chip, according to Ashok Kumar, an analyst at U.S. Bancorp Piper Jaffray. "It's been more aggravated by the situation in Taiwan," he said. "The motherboard supplies are being allocated to the Intel solution." " First of all Compaq Athlons are readily available - go to website and order. Second Kumar is trotted out regularly to pour cold water on AMD. He definately has a slant that is very AMD. Thirdly - i can foresee MB issues - as I am hearing of shortages and price rises. However the AThlon MBs are VERY profitable. If there is an allocation issue I can see socket7 MBs being alllocated. And who cares of that happens. regards, Kash

To: Process Boy who wrote (73610)	10/1/1999 1:30:00 AM
From: Dan3	Read Replies (2) \| Respond to of 1573827

Re: Compaq has yet to release its promised Athlon computers.. That's not what they told me when I called for a quote! And those words don't appear in the article referenced. The IBM systems have been in Best Buy for about two weeks now. I've personally seen boxes sitting on the shelf. I've called a VAR I use for white box systems and he said I could have my choice of FIC or MSI boards, both were readily available - that was two weeks ago. They're here, available, and in volume - one and a half months after the August 4 intro it is true, but they are here now. Dan