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

To: milo_morai who wrote (92288)	2/9/2000 11:50:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573639

Milo, <Intel, for its part, is working to add manufacturing capacity in order to help curb shortages. Company officials say they expect to smooth out the supply problems by the end of next month. dailynews.yahoo.com > Dell/Gateway are finally getting product with ~1-week leadtimes. It will probably take a week or two before that 1-week lead time disappears and and couple of weeks before the situation becomes more normal at second tier guys. It will be interesting to see when we can find some stuff on PriceWatch. May happen before the "end-of-next-month" attributed to company officials. And, in the mean time, AMD would have raised the bar and move up by a speed grade or two ;-) Chuck

To: milo_morai who wrote (92288)	2/10/2000 12:24:00 AM
From: Cirruslvr	Read Replies (3) \| Respond to of 1573639

Milo - RE: "Gateway, however, is also shipping PCs with Advanced Micro Devices Inc.'s 800MHz Athlon chip. Lead times on PCs configured with Athlon are normal, between three and five days." Don't be surprised if you get a few replies from certain people saying AMD has too much inventory because their processors have NORMAL ship times in Gateway PCs. You know, everything has changed because of the new "FLOPPERMINE standard". If there isn't supply that means "demand is high, ramp is fine" (TM Intel). And if there is supply, demand is low. ;)