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

To: Scot who wrote (89702)	1/26/2000 11:54:00 AM
From: Pravin Kamdar	Respond to of 1571798

Scot, Yes. Let's see who Intel can piss-off next! Looks like there might be a market for all those Athlons, yet. Pravin.

To: Scot who wrote (89702)	1/26/2000 12:29:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1571798

Scot, <Did you see this from the Register: theregister.co.uk Intel cancels Pentium III supplies for February > I can confirm that something is amiss on the distribution side in the US. I have been keeping an eye on this since the "black market" report from Nikkei and it looks like most distributors don't have much of PIII (especially CuMine). By the way, Athlon 600s also seem to be running pretty light so AMD may have to downbin to satisfy the low-end demand. Very good for AMD in terms of market share but not that good in terms of Athlon ASPs. And there are bunch of out-of-touch analysts out there talking about price wars and AMD execution problems. There is no good reason for this stock to be in the 30s or even 40s for that matter. Chuck

To: Scot who wrote (89702)	1/26/2000 4:02:00 PM
From: milo_morai	Respond to of 1571798

Did anyone catch the American Distributor was cancelled too. I didn't see any comments on it. Milo Intel cancels Pentium III supplies for February Posted 26/01/2000 4:17pm by Mike Magee Intel has told distributors across the world that it cannot supply Pentium III parts in February. One major European distributor told The Register today that it was told that its February backlog allocation of Pentium IIIs is no more. That represents nearly 15,000 parts that the distributor will not be able to supply, because of Intel's move. Each part would have been worth $150 each to its bottom line. It also begs questions about Intel's public position on Slot One microprocessors and the flip chip parts the company is attempting to push into the market. The distributor said that AMD's backlog on Athlon parts was still intact and that it had no problems meeting demand from its dealers. The European position was backed up by an American distributor who said his February backlog was cancelled too. He thought that the Pentium III parts were being diverted directly to vendors in the Chip Direct programme. © theregister.co.uk