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

To: Tenchusatsu who wrote (92645)	2/11/2000 6:06:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573827

<Ever wonder why Jerry Sanders said nothing about "higher-than-expected" demand for Athlon? > Could it be he is trying to provide some hope for Intel longs? Just kidding. Tench, you have been so far off on so many things about AMD, it is not even funny. Keep hoping something negative will turn up and someday you will be right.

To: Tenchusatsu who wrote (92645)	2/11/2000 6:10:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573827

<It kind of makes the silly MHz wars pointless, since the sweet spot is still somewhere between 500 to 600 MHz.> True, PIII sweet spot seems to be 500 or 550 but Athlon's sweetspot is 600 or 650. Athlon 500s were phased out last month. Do a check and you will be hard pressed to comeup with too many 550 SKUs. 550s may be phased out in about a month when 900MHz gets released.

To: Tenchusatsu who wrote (92645)	2/11/2000 6:35:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1573827

Tench Re <<However, the low, low price of Athlons makes me wonder why there isn't a shortage of them.>> Sigh! You have made the same point over and over, and it is a bad one. You might want to take Econ 101. You make it sound like that Athlon and PIII are inter-changeable parts. Well they are not. Athlon has been growing at 100('s) of percent per quarter. The market is changing and accepting the Athlon at a huge rate. Athlon is taking away market share from PIII rapidly. It is getting design wins after design wins, all the infrastructure (MB, chipset, power supply?) for Athlon is expanding rapidly. Every thing is just rosy. Again, if you could just stick an Athlon in a PIII slot, they would sell at even a faster rate, but unfortunately that is not how it works. Mani

To: Tenchusatsu who wrote (92645)	2/11/2000 6:42:00 PM
From: tejek	Read Replies (1) \| Respond to of 1573827

To be honest, I'm also wondering about the huge price difference between Athlon and Pentium III. I feel Pentium III is just as good as Athlon (a few percentage points is no big deal). However, the low, low price of Athlons makes me wonder why there isn't a shortage of them. Ever wonder why Jerry Sanders said nothing about "higher-than-expected" demand for Athlon? Tench, you may want to stop bringing this up...in the not to distant future, wondering about why there is a not a shortage of Athlons may be the least of your worries. ted