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

To: niceguy767 who wrote (91334)	2/3/2000 4:06:00 PM
From: Petz	Read Replies (2) \| Respond to of 1575047

nice-call-on-breakout-guy, Intel supply problem in Australia I got this link and story from Albert :-) Newsbytes, Wednesday, February 02, 2000 at 18:18 SYDNEY, AUSTRALIA, 2000 FEB 2 (NB) -- By Staff, Computer Daily News. Logan Ringland, IDC Australia's PC analyst, says chip distributors, white box PC assemblers and direct vendors will be among the biggest losers from Intel's [NASDAQ:INTC] latest supply problems. Intel rival Advanced Micro Devices [NYSE:AMD], with a "robust" supply of Athlon parts looks to be the only winner - it doesn't have a "window" of opportunity, but a driveway, says Ringland. Among other points Ringland makes about the Australian situation in an IDC Pulse posting: - Distributors: Suppliers to the white box market will feel the pinch as PIII revenue is almost pure cream, requiring very little in the way of promotion. - White-box assemblers: Ringland notes this is the largest vendor grouping in Australia, jointly holding about 35 percent of the PC market. "It's here the shortage will really hit home," says Ringland. Their best bet is AMD. - Direct vendors: Gateway and Dell are being badly impacted since they do not carry the same level of stock as their indirect competitors. "Dell, in particular, is going to feel the pinch the most as it only has one supplier of processors - Intel. Maybe this will prompt it to investigate the use of an alternative processor brand," says Ringland. Reported by Newsbytes.com, newsbytes.com Petz