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

To: tejek who wrote (82971)	12/14/1999 9:09:00 PM
From: Jim McMannis	Respond to of 1571927

Tejek, That's pretty old news in these here parts. At best Intel has about enough of those 750-800s to supply Dell, marginally at best. Intel is SCRAMBLING... Jim

To: tejek who wrote (82971)	12/14/1999 9:12:00 PM
From: Mani1	Respond to of 1571927

Ted Re <<.I have been wondering why the AMD stock was having so many problems the last couple of days!>> Ted I just posted something similar by PM, sorry. SOX was down 7% today. All semi's, semi equipment and ECM's were sharply down accross the board. Solectron and xilinx made some comments with regard to chip inventories being higher than expected. That trigered a sharp correction. AMD is holding up OK considering the sector and the sharp rise it had prior to this sector correction. Check out this Yahoo finance link to take a look at some of the stock in these sectors. Down, down and down. quote.yahoo.com Mani

To: tejek who wrote (82971)	12/14/1999 9:20:00 PM
From: Cirruslvr	Read Replies (6) \| Respond to of 1571927

Ted - RE: "However, Gwennap said he believed that Intel was having a hard time making the 733 megahertz versions of the Pentium III." Here's a conspiracy theory that favors Intel - Maybe the 500 - 733 Cumines are made on the non-notched process which was only applied to a fab or two. Since 733s are "impossible" to get, it could be the max for this process. And these fabs may use this process to take over the lower MHz PIII production. And maybe the other fabs Intel has are going to use the notched process and they are now ramping up. And if this notched thing is as good as the articles about it claim, Intel may be getting only 733s, 750s, and 800+ off this process. This is complete speculation and the availibility of 750 and 800MHz Cumines may or may not support it. What do you guys think, should I get a job for the FBI? ;)

To: tejek who wrote (82971)	12/14/1999 9:31:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1571927

The most telling part of that Reuters report was: <However, Gwennap said he believed that Intel was having a hard time making the 733 megahertz versions of the Pentium III. "I hear they are having a hard time making 733s," he said. "But if you are Intel, you can always peel a few chips from the top of the line and claim you are shipping something, but that wouldn't make any OEM (original equipment manufacturer) too happy...It wouldn't be too much of a surprise, given this horse race that is going on between AMD and Intel." >