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To: Cirruslvr who wrote (94262)	12/18/1999 5:17:00 PM
From: steve harris	Respond to of 186894

cirruslvr, re:"Why is there still no more than ONE Tier one Cumine PC on store shelves 50+ days since Cumine's release???" Could it be Mr DELL gave both samples to his kids for Christmas? " JUST WHO THE HECK DOES intEL THINK IT IS...pauL'S CONCEPTUALIZATION OF AMD ? " (TM DRBES) Make it so, Mysef

To: Cirruslvr who wrote (94262)	12/18/1999 5:33:00 PM
From: NITT	Respond to of 186894

re:"Why is there still no more than ONE Tier one Cumine PC on store shelves 50+ days since Cumine's release" The reality is that retail has a hard time with the higher price SKUs for a couple of reasons... -Higher price and performance equals lower volume by. -Experienced buyers have other options - Dell, Gateway, micron, etc and they can get it configured that way they want. -Takes as much space in the store as the lower prices system and the margin $'s are not much more for the retailer. -By nature retailers are chicken... and price drops at the high end scare them. So at most they would put one or two of the highest speed SKUs in the store. With regard to high speed parts availability and Intel's announcement of even faster parts: -You can get all the 700's and 733's you want with what could be call reasonable lead time at most... I assume if Intel does actually announce the 750 and 800 you will see immediate availability, and Dell, Gateway, and Micron will be the biggest sellers, most retailers will be caught flat footed as usual, but not because they weren't offered systems, rather they still move way too slow. -The "why now" for the faster parts probably come down to pressure from Intel customers along with more parts yielding to the faster speeds then was originally committed by manufacturing. "If you got it sell it" from Intel sound better then the "if you can announce it announce it" cry from AMD. NITT

To: Cirruslvr who wrote (94262)	12/18/1999 5:34:00 PM
From: Paul Engel	Respond to of 186894

Cringe - Re: " Why is there still no more than ONE Tier one Cumine PC on store shelves 50+ days since Cumine's release??? " 1. Compaq Model 1830 500 MHz Pentium /// Notebooks 2. Gateway 700 MHz Pentium ///'s - at EVERY Gateway Country store and shipping from the factory. 3. HP's Model 8595 733 MHz Pentium /// ? 4. Dell - shipping 667/700 and 733 Coppermines - (not in stores, obviously) 5. Fujitsu 450 and 500 MHz Pentium /// Notebooks at Fry's and CompUSA and MicroCenter 6. NEC 700 MHz Pentium ///'s at CompUSA 7. Toshiba 500 MHz Pentium /// Laptops Looks like you don't count real well, Cringey ! Paul

To: Cirruslvr who wrote (94262)	12/19/1999 4:29:00 AM
From: Tenchusatsu	Read Replies (3) \| Respond to of 186894

Cirrus, <Looks like Chuck's sources were right on Cumine needing a re-work to get higher MHz.> Sorry, Chuck is half-right and half-wrong, as usual. That's what happens when you think you have inside info, much like the yukkie-bellied Register. Truth only needs to be slightly twisted in order to make the transition to a half-truth or even a lie. By the way, I just had lunch with PB last Friday, and we had a pretty long talk about the state of things. It was a very interesting exchange, because he's a manufacturing guy, while I'm a design and architecture guy. In any case, PB explained to me everything that's going on with Coppermine, among other stuff. As usual, he's still sticking to the same story, that Coppermine production is ramping faster than expected, but demand is also higher than expected. Unfortunately, we both agreed that Intel marketing may be tempted more and more these days to pull off AMD-style "phantom releases" because of competitive pressures. No longer does Intel have the luxury to build up volumes in the pipelines before opening the floodgates. (You won't normally hear me acknowledge something like this, but I don't think it's much of a secret anymore.) Tenchusatsu