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

To: Tenchusatsu who wrote (83972)	12/22/1999 2:04:00 PM
From: steve harris	Respond to of 1572150

OT Tenchusatsu, re"As a consumer, I'm licking my chops at the thought of upgrading to a 550 MHz Pentium III really soon for $200. Thanks to the competition, we'll get there a lot sooner than before." I agree 110%. I have slot 1 Abit BX6 rev2, I'm running a Celeron 333 right now. P3-450 is $200 now. steve

To: Tenchusatsu who wrote (83972)	12/22/1999 2:40:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1572150

<And now even the marketing guys at Intel feel compelled to make AMD-style "phantom releases."> You mean old-AMD style "phantom releases"! AMD's 700, 750 launches were not bad at all and the 800 will be even better. By the way, didn't someone on this thread predict that Intel's launches will get progressively worse beginning with PIII-600s? It looks like things will only get worse for Intel for the next two or three quarters.

To: Tenchusatsu who wrote (83972)	12/22/1999 3:27:00 PM
From: niceguy767	Read Replies (3) \| Respond to of 1572150

Hi Tenchusatsu: Having trouble following the logic in your reasoning...All things equal, additional supply of 1 million Athlon units in the top end has created additional demand? (Plausible I guess but no easy sell here on that notion). I have no doubt that additional demand for the Athlon caused AMD to increase its production schedule, in all likelihood significantly and successfully, from the originally planned 800,000 "spry Athys". This increased demand for the "spry Athy" resulted from the many reviews pointing to its superior architecture,its superior performance on many relevant benchmarks and its favourable price differential approaching $200 for any comparable competitor system configurations. I'm not convinced that overall demand in the high end was pushed out, rather Intel's many aborted attempts at offering a competitive product resulted in a significant shrinkage in market supply in Q4. Yes indeed Intel has been a quick study in mimicking phantom releases as they had multiple occasions to practice in Q4... It will take more than your hopeful assertion that production problems are resolved at Intel to convince some of the more skeptical (i.e. less gullible) in our midst, as for some of us it's difficult to understand how one can produce PWeeIII 800's when 733's remain a problem!

To: Tenchusatsu who wrote (83972)	12/22/1999 4:18:00 PM
From: tejek	Read Replies (1) \| Respond to of 1572150

RE My new point is that most of those 800K (or 1.2M) Athlons are in the high-end. And even a small presence like that is creating a lot of high-end demand since the MHz envelope has now been pushed further out. So Intel in its paranoia has to pull in schedules and ramp Coppermine speeds and unit production faster than expected thanks to AMD's token presence in the high-end. And now even the marketing guys at Intel feel compelled to make AMD-style "phantom releases." Tench, your latest comments are so off the wall that I can't believe its you posting. First demand is greatest at the low end. Two, it is cumine's yields causing intc's problems and not AMD. Three, intc is jumping up on its launch schedules because its image is hurting since AMD is number one in MHz speed. All of the above can be confirmed by looking at any of the major news sources for the past 3-4 weeks. Many analysts are confirming the same. What you say does not jive with the news nor comments from intc's major OEMs nor the evidence in the marketplace. ted

To: Tenchusatsu who wrote (83972)	12/22/1999 8:52:00 PM
From: Amy J	Read Replies (2) \| Respond to of 1572150

RE: "And now even the marketing guys at Intel feel compelled to make AMD-style "phantom releases."" Hi Tenchusatsu, Well, maybe if engineering brings in their dates by 2 months, it wouldn't be phantom. There are two ways to look at this. From the outside looking in, it appears Marketing used a very big chip (no pun intended) and put the pressure on the channel in order to respond to competitive pressures. Maybe next time, the pressure needs to be on the inside, not the outside channel (did you read the angry post from an Intel customer who couldn't find product?) Amy J