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

To: Charles R who wrote (88899)	1/22/2000 1:41:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 1571446

Charles - <I do not think the problem is RDRAM per se. It could be a contributing factor but the delays seem to be directly related to speed bins. Here is the data I have....> Some of your data jives with mine. Some data points do not. I will concede the Dell picture could be some what puzzling. I believe I may have a notion of of what's going on. but I can't get more specific, so we'll have to wait and see on this one too. <P.S.: If one were to ignore the direct players, the problem seems worse. HP is still the only vendor that is shipping anything north of 700 at retail.> CPQ is also, as well as GTW (which I pretty much consider retail, but know others will not). PB

To: Charles R who wrote (88899)	1/22/2000 1:44:00 AM
From: Goutam	Read Replies (4) \| Respond to of 1571446

Chuck, P.S.: If one were to ignore the direct players, the problem seems worse. HP is still the only vendor that is shipping anything north of 700 at retail. As I keep saying I do expect this problem to go away pretty soon but so far it hasn't. February/March should be a lot better. It will get better by the February/March time frame, but if the market demand for 650-MHZ and above is driven high (through price cuts) by that time frame, then the supply problem for Intel will resurface again. IMHO, this is what AMD is trying to do with its price cuts - migrate the consumers to 650MHZ and above. They are trying to shift demand to high speed parts where INTC won't be able to satisfy the increased demand. Intel can't just increase the wafer starts at will, just to produce enough high speed parts to meet any pent up demand. It would cause them to end up with a lot more lower speed parts than they could sell at reasonable ASPs. JMHO. Goutama