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

To: Process Boy who wrote (88887)	1/22/2000 12:37:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1571702

PB - RE: "No, THAT WOULD BE A DEMAND ISSUE. Intel has indicated it has SUPPLY issues. Should be caught up by end of Q1." End, huh? Production must be good and demand must be high, right?

To: Process Boy who wrote (88887)	1/22/2000 5:13:00 PM
From: Gopher Broke	Read Replies (1) \| Respond to of 1571702

PB, <<Intel has indicated it has SUPPLY issues. Should be caught up by end of Q1.>> The problem is that the target is moving. AMD are refining the Athlon and by the end of Q1 the MHz bar will have moved again. We will be talking about Intel having supply issues with 900 MHz or 1GHz cumines. And what will happen to all the then redundant PIII 600s? To compete at the high end Intel will have to overproduce them and then scrap them to maintain their market segmentation. Either that or selectively sell them off to OEMs chosen because they supply only the home market and not business (like eMachines?) which would then upset any OEMs selling celerons against these cheap PIIIs.