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


To: Jim McMannis who wrote (89327)1/25/2000 12:20:00 AM
From: Elmer  Read Replies (3) | Respond to of 1571936
 
Re: "Do you have a bin break down for the Floppermine? Does Intel give out that information? "

No but you are the one who said AMD was better at shipping high speed parts so I assumed you had this data or how else could you have made this claim?

Re: "All we have to go on is observations of what is available on Pricewatch and through OEMS. From what I see, high speed Floppermines are in short supply. I realize this is not a scientific study."

In my view, what we have been seeing is, the company who has leftover unsold product tries to dump it on pricewatch. The company who has sold all their highspeed product has none leftover for pricewatch. Not scientific either but it accounts for the facts as well as your theory.

Re: "I suspect the Athlon still has a bit better speed distribution at this time, however."

Based on what?

Re: "How many "millions" of Coppermines did Intel ship last quarter?"

My recollection of Intel's CC was Paul Otillini said Intel had shipped "millions". That's all I remember them saying.

EP

BTW - Whatever happened about that Willamette delay? I still haven't heard anything in public.



To: Jim McMannis who wrote (89327)1/25/2000 12:27:00 AM
From: Joey Smith  Respond to of 1571936
 
Jim, re:
How many "millions" of Coppermines did Intel ship last quarter?

How about estimates for Q1? I'd say about a 10:1 Intel advantage, with Intel >>10M and AMD < 2M. The reports of CuMine demise have been greatly exaggerated!
joey



To: Jim McMannis who wrote (89327)1/25/2000 12:48:00 AM
From: milo_morai  Respond to of 1571936
 
Jim, I don't think AMD is dumping into the Gray market, as some people suggest,as no one else wants them. I think AMD allocates enough to supply the DEMAND from these SD shops. It's nice that someone cares about the little guy.

Milo