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

To: Charles R who wrote (85238)	1/5/2000 4:42:00 PM
From: Mani1	Read Replies (4) \| Respond to of 1571927

From CNBC, GTW said, (I am paraphrasing) "We will not let action of others decide our offerings." Hmm, what does that mean? Anyone else was listening? Mani

To: Charles R who wrote (85238)	1/5/2000 4:49:00 PM
From: Scot	Read Replies (3) \| Respond to of 1571927

<``Supply of key processors and motherboards was severely constrained, spotty and unreliable, particularly in our consumer sweetspot in the $999 to $1299 price range. We're in the process of fixing that issue now and will have news on that front in the very near future,' said John Todd, senior vice president and chief financial officer.> Chuck, This is getting interesting. Correct me if I'm wrong, but isn't this the Celeron/k6-2 range rather than cumine? I remember sometime back reading about supply constraints for celerons....this would be supported by the recent firming of prices for the lower end processors. You have to wonder if the GTW/Athlon dilemma is focused somewhat on the continued demand for lower end chips. Perhaps GTW is less willing to commit to Athlon with the k6-2 as a "sweet spot" chip. There continue to exist some consumer mis-perceptions about the k6-2 as a bargain chip. In addition, GTW had committed to the Celeron and Piii in the middle range. Intel can squeeze them in the middle along with the top. Add the shortage of MBs and it is not surprising that GTW didn't jump to add Athlon Sku's before the end of the year. -Scot