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

To: Mani1 who wrote (82962)	12/14/1999 8:04:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1571928

Mani - RE: ""The 700-MHz [Pentium IIIs] are getting easier and easier to get. The 733s are impossible to find," said one executive at a small computer maker, who added that Intel's Rambus-centric motherboards are extremely difficult to find. "Nothing has come out with Rambus on it," the source said." So 700s are becoming widely available whle 733s are "impossible" to find so Intel has decided to release the 750 and 800? This would be like AMD deciding to release the 800 and 850 next week when the 750 is just now becoming available. And it doesn't look like AMD is going to do that. This is clearly showing how DESPARATE Intel is to fight a competitor 1/60 the size of itself. And at the same time, Intel may be hurting its customers: "A note issued today by Richard Gardner of Salomon Smith Barney reiterated the point. PC manufacturers face a slight risk for lower-than-expected revenues this quarter "due to Intel microprocessor supply constraints," it said." So Intel sees competition MORE important than satisfying its customers?

To: Mani1 who wrote (82962)	12/14/1999 9:22:00 PM
From: Charles R	Respond to of 1571928

<"Intel wants to go into the next millennium with the fastest PC processor," said Ashok Kumar, an analyst at US Bancorp Piper Jaffray. Regarding availability, he said, "1.5 million Coppermine processors will be shipped this quarter. Clearly there is a supply constraint." > Ashok Kumar keeps saying on this 1.5M number. Since he is probably pretty well connected let's assume this is true. Yes, one can understand Intel's need to show it has something competitive but adding 2 more parts to 15 or so parts that are already in production with just 1.5Mu? Does that even make sense?