Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mani1 who wrote (85467)	1/6/2000 3:07:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 1572773

Mani - <800 MHz does not count as a "high end part"?> Yes. I've commented on the 800's in great detail. <On the most recent issue of Computer Edge, few days old, Coppermines are EXTREMELY RARE. Only couple of vendors out of 30 or so have them. They all of PIII 600MHz and under but no Coppermines. > And several other sources in the same time frame have reported 733's supplies have greatly improved the last few weeks. Mention those too. I'm going to say this one last time: Shortages that are out there, are not due to the P858 ramp not meeting expectation. If there is still not enough supply to meet the overall market conditions, it is a market issue, not a technology or manufacturing one, with one caveat, the original delay may be contributing to the situation now, but that is old news. PB

To: Mani1 who wrote (85467)	1/6/2000 10:25:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1572773

Mani - RE: FLOPPERMINE 733 availability You and I have no idea what is coming out of the fabs so why don't we look at a REAL WORLD situation. Petz has done the numbers for us. Message 12443635 Summary of systems being sold in San Diego by small computer stores which build their own computers. The following summarizes the types of computer systems being advertised in the weekly ComputorEdge flyer -- a free publication in San Diego county. Pub Date: 12/31 12/17 12/10 11/19 11/05 10/22 # storefronts: 35 37 34 32 34 32 All Athlon: 69% 62% 68% 66% 62% 50% Athlon >=700: 43% 41% 44% 44% 21% 0% Athlon 750: 14% 14% 3% 0% 0% 0% All PIII: 89% 95% 97% 97% 100% 100% Coppermine: 20% 19% 15% 0% 0% 0% CuMine 733: 14% 5% 3% 0% 0% 0% Celeron: 97% 95% 97% 84% 71% 91% K6-2: 66% 73% 71% 72% 82% 81% K6-3: 40% 49% 65% 53% 68% 62% FLOPPERMINE 733 was advertised by a whole 14% of the company's advertisements in this issue. Hey!, that is the same percentage of Athlon 750 advertisements. Of course there is a catch - the AThlon 750 came out about a MONTH after FLOPPERMINE 733. Message 12443635