Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer who wrote (96181)	3/1/2000 9:40:00 PM
From: Epinephrine	Read Replies (1) \| Respond to of 1580448

Elmer, A blast from the past from the book "Inside Intel - Andy Grove and the Rise of the World's Most Powerful Chip Company" (page 195) referring to Intel's efforts to quell enthusiasm and market acceptance of Motorola's superior solution at the time. (Operation Crush) "But the revolutionary step taken by the task force was to abandon a rule that had guided Intel from it's very inception: never to announce products until they were in manufacturing and on distributor's shelves. "Intel delivers" was an important idea to keep in customers minds; that was why it had been adapted by McKenna for the new slogan. But it was now more important to tell them what Intel expected to be delivering in the future....Motorola fell for it. Instead of dismissing the products that Intel had preannounced as "vaporware" or "paper tigers", the company rushed out its own far less impressive futures catalog." Who says history does not repeat itself, I sure hope AMD has enough sense to not be drawn into this vapor war. from your link: "Hewlett-Packard will start shipping consumer PCs containing Intel's Pentium III running at 1 GHz (1,000 megahertz) later this month, sources at HP said. Corporate computers containing these chips won't come out until June. " And "The 1-GHz systems, therefore, could be a tight commodity. HP might start shipping these computers, but only a few customers will get their hands on them." June, is the real release, this is vapor. Again, I hope that AMD shows some restraint. JMHO Thanks, Epinephrine

To: Elmer who wrote (96181)	3/1/2000 9:51:00 PM
From: crazyoldman	Respond to of 1580448

Hello Elmer, Have you ever heard the story of the little boy who cried "wolf" once to often?

To: Elmer who wrote (96181)	3/1/2000 10:14:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 1580448

The 1-GHz systems, therefore, could be a tight commodity. HP might start shipping these computers, but only a few customers will get their hands on them. Looks like another premature ej.. err I mean release. I think the folks at Intel should relax. They really want to satisfy their customers, but somehow they can't. Therapy perhaps? Joe

To: Elmer who wrote (96181)	3/1/2000 10:48:00 PM
From: Dan3	Read Replies (2) \| Respond to of 1580448

Re: Consumers will likely be able to buy PCs containing 1-GHz chips later this month... This is an interesting move on the part of Intel. Currently, AMD has been making rapid and substantial progress in the "retail" market, but is just beginning to enter the "business" market. The retail market, especially at the high end, is much smaller, but still can generate significant profits (especially for AMD). By directing what volume they've been able to produce to the market where AMD is making money, Intel hopes to "cut off their oxygen" in Stever Ballmer's famous words. It's doubtful that such an effect will be meaningful, since it will be present for, at best 2 months or so. It's clear that the intent is to deny AMD revenue, rather than raise Intel revenue, since the business market is less price sensitive than the retail market. In other words, Intel could get more money for 1GHZ business CPUs than 1GHZ retail CPUs, but they've chosen to take the retail route. I think it's something of a Hail Mary move on the part of Intel, though. A move like this, when neither company has much volume ready at such speeds (and if Intel did have volume ready, they'd be targeting the business market) will tend to "freeze" the market. In other words, it becomes tough for a purchasing agent to justify paying much money for 800 MHZ, when 1GHZ systems are already available (just not in the configuration he requires). This move stands a good chance of delaying a significant number of high end business purchasing decisions that would otherwise have been automatic "put in an order for whatever is the fastest business IBM, Compaq, Dell, Gateway, etc." purchases. Two to three months from now, when the "freeze" is over, high end business Athlons will be available, and now, thanks to Intel's recent move, they will enter the market concurrent with a burst in deferred demand for such systems that should make the market more receptive to these new systems than it might otherwise have been. This should guarantee a successful launch of the Athlon business lines being developed by IBM, Compaq, Gateway, etc. To the guys at Intel that picked Rambus over DDR, gave the 820/840 an "OK to ship", didn't provide for PC133 on any chipset for the last 6 months, made external video unavailable on the 810, and now this latest move, Thanks, again! <VBG> Dan

To: Elmer who wrote (96181)	3/1/2000 11:05:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1580448

Jim McMannis: Have you got your Xerox machine fired up? "Launch" me a few 1100 CPUs, ok? Just for the consumer market, and only a few demos for Fry's and benchmarks and one for Mikey's kids. Thanks Jimbo! steve

To: Elmer who wrote (96181)	3/1/2000 11:17:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1580448

Elmer - RE: "ewlett-Packard will start shipping consumer PCs containing Intel's Pentium III running at 1 GHz (1,000 megahertz) later this month, sources at HP said. Corporate computers containing these chips won't come out until June." At least Intel is admitting not that this is not a full fledged release. If these are HP direct sales I expect Compaq (direct) and maybe Gateway to retaliate with 1GHz Athlons, IF AMD has the supply which I wouldn't bet against. If this is a retail release, it sounds like it will be like the HP 800 systems which were on sale for a short period of time. Of course, we know HP ran out of PIII 800 inventory and came running to AMD for processors.