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

To: tejek who wrote (81210)	11/27/1999 4:18:00 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 1574043

I believe that Compaq had lost the retail sales lead to HP in September and has regained it quite handily in October. Compaq sells Athlons, HP does not at this point but will or so I hear. Some might say that it's a reach saying the Athlon had anything to do with it until you look at some sale/earnings of those Taiwan motherboard makers that make Athlon boards...like Microstar who have taken a big jump in recent months... RE:"Maybe I got this wrong but I thought it was Brown Brother who speculated Wednesday on this issue. Beyond that, all I have heard is rumors."... I believe we've seen examples of large OEMs p$$ing and moaning about the lack of high speed floppermines many times before that...including someone at the Dell conference call. This alone doesn't mean that yields are bad or bin spits are bad. It could be due to a misjudgement of demand, demand brought on as a result Athlon pushing the MHz envelope... RE:"Are you saying there is a shortage of any or all of these chipsets? The point is if Dell is getting parts, than why jump to AMD? I just don't see the evidence that supports that view."... No, I'm not saying that. What I'm saying is that there is NO robust Intel 133 MHZ chipset and no "practical" RAMBUS platform at this time. I AM saying that when you run a Floppermine on one of the plaforms I listed it either is too slow or too expensive relative to the Athlon. Intel will correct this, sort of, when they bring Solano, but this will push RAMBO into a high niche when Intel wanted to make DEADRAM the standard. Oh yea, I left off another Intel "dropping of the ball"...the fact that the Xeon is no faster than the P-III floppermine...and OEMs see it...more pressure on Intels ASPs this quarter... Jim