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

To: Joe NYC who wrote (94422)	2/20/2000 10:42:00 PM
From: Gary Ng	Respond to of 1571492

Jozef, Re: Why would Acer get chips ahead of Dell, Compaq, HP and IBM? I don't really think there is preference over one or the other. I thought it is just fulfilling what the customer ordered which may have certain lead time. Why not just accept the simple explanation by Intel in that they can meet committed demand but anything beyond is on allocation ? Gary

To: Joe NYC who wrote (94422)	2/20/2000 11:04:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1571492

Jozef, Re: acer piii800's I tend to believe gary that these exist. Intel made the mistake of doing the pIII 800 launch and pretended it was a normal launch. They then took orders as to be expected from the all the big OEMS. Then they found they couldn't deliver. And voila HP gets a few and ships and then waits for more etc etc. Now the dumbass marketing whiz's are gonna do a 1Ghz launch limited to 3 OEM's. HP, Dell and IBM. Well GUESS WHAT: there are 7 other MAJOR oems not on that list. Do you think they may design in a 1GHZ Athlon. I see CPQ, GTW, Siemens-Fujitsu, Micron, Acer, NEC, Toshiba as lining up to ship EVERY 1Ghz Athlon AMD can make. And AMD will even be able to charge a decent OEM price - say $500 or so. If they can ship 500K 1Ghz AThlons from dreden in q2 AMD may well exceed the $1/share profit even with dresden costs of $50-100M/qtr. If Intel really tries the limited launch it will be a BONANZA to AMD. regards, Kash