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

To: tejek who wrote (85353)	1/5/2000 11:24:00 PM
From: Process Boy	Respond to of 1572142

ted - <PB, what's strange about this....AMD did not perform so GTW dropped AMD as a supplier, thinking that Intel could meet all their needs because that's what Intel promised. Unfortunately for GTW, Intel failed to perform and GTW is running short on what was supposed to be their best quarter.> This is reasonable. I posted a while back I thought both AMD and Intel would do reasonably well this Q. I cited overall demand. Everything I see indicates to me that there is a fab crunch in the x86 world at the moment. This type of situation is ultimately better than the diametric alternative, but it does have its painful aspects also. PB

To: tejek who wrote (85353)	1/5/2000 11:35:00 PM
From: Charles R	Respond to of 1572142

<PB, what's strange about this....AMD did not perform so GTW dropped AMD as a supplier, thinking that Intel could meet all their needs because that's what Intel promised. Unfortunately for GTW, Intel failed to perform and GTW is running short on what was supposed to be their best quarter. > Another excellent point.

To: tejek who wrote (85353)	1/5/2000 11:45:00 PM
From: tejek	Respond to of 1572142

Intel continues to diversify!! ____________________________________________________________ Intel to Sell Fast Modems, Wireless Home-Networking Equipment Las Vegas, Jan. 5 (Bloomberg) -- Intel Corp., the world's biggest maker of computer chips, said it will ship a line of DSL modems in February as part of its effort to become a bigger player in the communications-equipment market. Intel will sell the new digital subscriber line modems to telephone companies and Internet service providers, who will in turn sell them to their customers for about $295. DSL technology lets users get access to Internet sites at speeds 150 times faster than regular modems, using the same phone lines. Intel is betting that making the modems and the chips that control them will be lucrative business as the market starts to slow for its main product -- computer microprocessors. The DSL move is part of Intel's ``continued push beyond desktop computing,' said company spokesman Tom Beermann. DSL modems are one of many communications products that Intel is pursuing. Also today, the company said it is making a wireless version of its AnyPoint home-networking equipment that will be available in late March or early April. AnyPoint lets home computer users link their computers through phone jacks in the house, so that a group of computers can use the same Internet connection or share video games. The wireless version will do away with the phone-jack connections. Apple Computer Corp., one of the few computer companies that doesn't use Intel chips in its machines, is ahead of Intel on wireless home networking. Apple has a product called AirPort that connects computers wirelessly and sells for $299. The price of Intel's product hasn't been determined. Intel has been shipping DSL modems for a few months, said Beerman, but those were based on technology licensed from networking company Cisco Systems Inc. The new modems were designed by Intel and will carry the Intel brand. Santa Clara, California-based Intel is formally unveiling the DSL modems and the new home-networking gear at the Consumer Electronics Show in Las Vegas tomorrow. Jan/05/2000 21:40 For more stories from Bloomberg News, click here. (C) Copyright 1999 Bloomberg L.P. Any redistribution of Bloomberg content, including by framing or similar means, is expressly prohibited without the prior written consent of Bloomberg L.P. Any reference to the material must be properly attributed to Bloomberg News. The information herein was obtained from sources which Bloomberg L.P. and its suppliers believe reliable, but they do not guarantee its accuracy. Neither the information, nor any opinion expressed, constitutes a solicitation of the purchase or sale of any securities or commodities.(C) Copyright 2000 Bloomberg L.P. BLOOMBERG, Bloomberg News, Bloomberg Financial Markets, Bloomberg Television, Bloomberg News Radio are trademarks, tradenames and service marks of Bloomberg L.P.