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

To: Jim McMannis who wrote (79063)	11/8/1999 10:01:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 1573201

Jim, Re: This could explain why there are zilch in the retail channel but Process Boy sees the wafers going out the door and Paul sees production as having been halted... That must be it. Still curious, why do you still hold on to your INTC, may be you know something that is good for Intel that you don't want to share here ? Gary

To: Jim McMannis who wrote (79063)	11/8/1999 10:11:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1573201

Jim re: < My best guess now is they are stockpiled as wafers or good die waiting for final testing OR they are packaged and ready to ship.> Suppose they are stockpiling the Coppermine good die or packaged parts. What sensible reasons that you see behind such a move? Only reason(nonsensical) that I could think of is - may be they are trying to stop the proliferation of desktop and server non-Intel chipsets, and non-Intel motherboards; before the release of i820. Goutama

To: Jim McMannis who wrote (79063)	11/8/1999 10:23:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1573201

Jim, I did think maybe CPQ didnt want this K7M pushed real hard if it is "their" mobo. I read somewhere the Epox mobo is almost ready and will be the first released using the VIA KX133 chipset. As for the Floppermines, there aren't any. 3Q iNhEL said the .18 transition is a problem. Remember the P3 600s which were actually overclocked P3 500s? The P3 700/733 are cherry picked parts. There isn't any volume. I can't dispute PB's observations. "Occam's Razor" does seem to apply. It did hurt Q3 and it will hurt Q4. The worst part will be digging thru iNhEL's "creative" bookkeeping. Ali will sort it out for us. Smoke and mirrors. steve

To: Jim McMannis who wrote (79063)	11/9/1999 8:55:00 AM
From: steve harris	Read Replies (1) \| Respond to of 1573201

Jim, re:"ASUS mobos" yes, I saw Goutama's post this morning, iNhEL must be going nuts that their new tactics haven't succeeded yet. Look at all of them ASUS mobos listed! I expect a last parting shot from iNhEL at Comdex. Probably "their" PC133 chipset and benchmarks to show it's miles above anything VIA is offering. WAG I was watching Ghostbusters last night on video, I thought about the lone Floppermine 733 sighting when Annie Potts jumped up and hit the fire bell and hollered "We got one!" steve