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

To: kash johal who wrote (84180)	12/26/1999 8:57:00 PM
From: tejek	Respond to of 1573924

RE AMD K7 needs more big OEMS or else......... Kash, AMD needs to sell all the k7s that it makes, and so far, it seems to be doing that very well! ted

To: kash johal who wrote (84180)	12/27/1999 12:43:00 AM
From: Dan3	Read Replies (2) \| Respond to of 1573924

Re: I guess that GTW is "lost" to AMD again... Hi Kash, Happy Holidays! I happened to see the end of an HSN broadcast tonight. They had sold 1029 Athlon 550s at that point. They were making a big deal about selling up to 15,000 computers a day on HSN and that they now offered 7x24 support from a steadily expanding support center and were going to be more of a significant presence in computer retail. If Dell and Gateway don't want to sell AMD direct, there are others quite willing to make those sales instead. It will be interesting to see what kind of on line presence IBM puts up next month as they shift their marketing efforts from storefront to direct. Gateway may be waiting for KX133 based boards and .18 Athlons (that can use cheaper cases and power supplies). December wouldn't be the ideal time to start a new Athlon line since that is end of the original 6 layer fester reference board / .25 CPU based systems. They'd have had to take on the requirement that they support systems that they would be shipping for about 3 weeks. Now they can start out with all KX133 systems with .18 processors and ship enough of them to make maintaining support worthwhile. Regardless, all AMD needs is for Compaq and IBM to include Athlons in their business PC lines. Together with the retail lines of IBM and Compaq, HSN, the myriad of screwdriver shops and the second tier direct marketers like Cybermax, AMD will be able to sell everything they can produce in Austin and Dresden. Regards, Dan

To: kash johal who wrote (84180)	12/27/1999 10:23:00 AM
From: niceguy767	Respond to of 1573924

Hi kash: If memory serves me right, AMD has 25,000 vendors worldwide. Although the profile of the 25,000 vendors is unknown to me, that represents a sizeable network with or without GTW and Dell. As has been intimated on this thread already, GTW and Dell, although cutting a wide swathe at the moment, cannot afford to stand still for any length of time. My own suspicions are that AMD is currently able to ship as many Athlons as it can produce and that GTW would commit only if supply could be guaranteed, a position that AMD is likely to be able to fullfil in 2000Q1 at the earliest. The Athlon is a very young architecture and as such additional "efficiencies" are likely to be fairly readily attained with advances in chip and mobo production throughout 2000 and beyond. A solid base of what I can only assume are 1 million plus very satisfied Athlon owners has already been established in 1999. It is ultimately the testimony of this existing base that will force the hand of GTW. The PWeeIII is an aging architecture as we have seen with the aborted offerings of the PWeeIII 733. With this aging architecture, meaningful advances in either chip or mobo development are increasingly difficult to come by for the PWeeIII architecture. As we progress through the year 2000, the gap between the young Athlon and the aged PWeeIII is most likely to grow and consequently the relative demand for the Athlon is likely to increase at an exponential rate. GTW and Dell are unlikely to continue to spin their wheels in the mud as this scenario which is already apparent to some, becomes apparent to all in 2000! A network of 25,000 vendors combined with the burgeoning growth in internet commerce virtually assures the Athlon a place at the fore of the market for 2000 and beyond as the consumer discovers that the Athlon is "the better mousetrap at the better price". Consumers will always purchase the best. That the Athlon system offers not only superior architecture but costs less than any comparably configured system offered by its competitor will ensure a growing consumer following for the foreseeable future!