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

To: Tenchusatsu who wrote (89678)	1/26/2000 3:36:00 AM
From: Mani1	Read Replies (3) \| Respond to of 1571546

Truth Tench re <<You are getting way too confrontational.>> I am defending my statements. You are the one who accused me of being blind due to my pro AMD, anti Intel bias. Re << It's obvious that you only want to hear one answer, which isn't the answer I'm going to give... I'll admit that I don't see too many of them [high-speed Pentium III in the retail channel] myself.>> You just DID give me the answer that I wanted to hear. It also happens to be the truth. Re <<Here's a question for you. If there were fewer Athlons made than Coppermines (1M Athlons vs. "millions" of CuMines in Q4), how come there are so many Athlons available? I would think that since demand is high and supply is low, Athlons would be even harder to come by than those lousy "Floppermines." Am I missing something here?>> You ARE missing something here. Intel's market share is about 6 times of AMD's. Yet they produced only twice (my guess) as many Cumine as AMD produced Athlon's. Also a lot of those CU where the mobile version, perhaps a large chunk of them. That leaves very small number of Cumine for many OEM's all around the world. Think about the number of offering (processor type and speed) from Intel that requires a 0.18 micron process. Probably around half, maybe more, yet much less capacity is currently available for 0.18, so there is a shortage. The shortage is not due to unprecedented demand, it is due to Intel's shortcoming as they were blind sided by AMD's Athlon. Intel announced (thus creating a demand) a huge number of products that required a 0.18 process while fully knowing how much it could produce. How could have they not seen the shortage? Notice that I am not saying Intel is having manufacturing problem. They can not meet demand not due to unexpected customer response to the announced product, but due to being forced (by AMD's Athlon) to announce a product they were not ready to make in sufficient volume. This is how I see it. Mani

To: Tenchusatsu who wrote (89678)	1/26/2000 7:49:00 AM
From: Bill Jackson	Respond to of 1571546

Tenchu, I hear the P-III-800 is on the endangered species list. Few sightings and the inability to breed in fab are cited. Bill