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

To: Elmer who wrote (91607)	2/4/2000 8:08:00 PM
From: ajbrenner	Respond to of 1577883

Re:"yet AMD was unable to sell all of the modest production from a below capacity Fab25" Elmer, Since AMD does not count a chip as sold until it is sitting on a desktop somewhere any reasonable person would conclude that any chips not sold where most likely still in the channel awaiting final delivery. I wouldn't look at these as unsold chips but rather as early sales for Q1 00. ajb

To: Elmer who wrote (91607)	2/4/2000 8:23:00 PM
From: Bill Jackson	Respond to of 1577883

Elmer. RE; Production of copperminus 2X the Athlon: That is not what is expected. Intel was expected to out sell AMD 100:1 at the high end, because AMD had nothing at the high end. Now by your admission AMD has taken 33% of that segment...and growing.(in case you argue if intel sells twice AMD, then AMD has 33% of the high end group. Well you are quite wrong. AMD has over 50% of the 700 plus group and about 25% of the low speed group under 700. Not bad...not bad at all from a slow start with new mobos just coming on stream now. As I say "parts gets you through times of no money better than money gets you through times of no parts" Mike Dell and Intel are stuffed with money and they have no parts....no parts...and they look and see others taking their share with other parts, HP, GTW, IBM, etc etc. As they quietly grit their teeth and lie through them they come out with fatuous statements like the ones Mike Dell made in the UK.....what a maroon.....he and Intel cannot put the djini back into the bottle. And now you say they are going to trun on the taps full blast and cut prices to get share back. Cut all their prices from top to bottom and burn their margin....they have no hope of success. All the other players, GTW, HP, IBM etc have now tasted another source of supply and found it tastes good. HP, GTW, IBM, etc are eating well while Dell is on a parts diet....getting skinny Mikey?? Bill

To: Elmer who wrote (91607)	2/4/2000 8:26:00 PM
From: Dan3	Respond to of 1577883

Re: AMD was unable to sell all of the modest production from a below capacity Fab25... Remember the first round of Pentiums? The 60 and 66? Where a lot of reviews were saying that a 486DX4 75 was a better bet and that there were heat problems and the reliability issues? Then along came the FDIV error. The suggestion from a lot of reviewers was to just hope for a 486-100. Like the Athlon, the radical new Pentium didn't do to well at first, either. In the end though, the Pentium enjoyed some modicum of success (anybody out there remember the Pentium chip line? Oh, good, you do!). It's hard to launch a completly new platform, even when you're the undisputed leader of the industry. Now let's compare the 820/840 launch with the Irongate launch. Dan