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

To: Petz who wrote (77447)	10/27/1999 8:41:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1585085

Petz - RE: "how could CuMine shortage be due to high demand? " I think it is because they have so many versions of CU-Never-Mind coming out at the SAME time. When the PIII came out, Intel only came out with 2 speeds. The PII came out at 3 speeds. With CU-Never-Mind, Intel has I think 9 CU-Never-Minds just for PCs. That means Intel has to ramp a new process AND get its normal volumes out, except 3 times more than a previous big launch. And they also have notebook chips and Xeons (which are just CU-Never-Mind in Slot B) to worry about. Seeing how CU-Never-Mind isn't available at Pricewatch, a place historically knows to have Intel processors available BEFORE the chip officially comes out (they even had the 600B available before hand, and that launch was pretty pitiful itself), I would come to the conclusion that Intel shouldn't have introduced 15 versions of CU-Never-Mind at the SAME time. I guess Intel couldn't pull an Intel this time. Maybe CU-Never-Mind will magically be available tomorrow at ALL speeds and this arguement will be futile, but by the way it currently looks, it ain't gonna happen. (CU-Never-Mind - TM Me ;) )

To: Petz who wrote (77447)	10/27/1999 9:29:00 PM
From: tejek	Respond to of 1585085

RE <<So explanation #4 makes the most sense. If so, Intel really shot themselves in the head by doing this because all these announcements for vardware (vaporware hardware) killed demand for their other products. Plus, they had to lower prices on the stuff they're still selling with no revenue coming from the new vardware.>> You could well be right. As I explained in another post, I am trying to figure out what's going on in the chip business. Related to that, I was trying to figure out whether intc's problems are of their own making or whether they are being effected by outside sources. I find it hard to believe that any company would preannounce a launch especially one with intc's visibility but apparently AMD did with the Athlon and now intc. In any case it looks like it may be the cause of at least intc's problems. ted