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: Epinephrine who wrote (97039)	3/6/2000 9:06:00 AM
From: chris431	Read Replies (1) \| Respond to of 1572147

I found parts of the cnet article to be quite telling in regards to this latest shift toward AMD. Let the OEMs do the speaking. yahoo.cnet.com "Compaq is betting AMD will be able to more quickly deliver 1-GHz processors and plans to exploit this advantage over many competitors. 'AMD has done a good job the last six months with availability when they've announced a new clock speed,' Vena [from Compaq] said. 'I will let Intel speak to their availability.'" "Gateway is steering clear of Intel's one-gig processor for logistical reasons. None of its current systems comes with the 133-MHz system bus, relying on the slower 100-MHz bus, which the 1-GHz processor does not support. Shortages of Intel processors also hurt Gateway's fourth-quarter results and compelled the San Diego-based PC maker to return to using AMD chips. Given the ongoing supply problems with 800-MHz Pentium III processors, Gateway 'will wait awhile' before it seriously considers Intel's 1-GHz processor, said a source close to the PC manufacturer." "Dell, for example, is cautiously supporting the 1-GHz Pentium III, meaning it will unveil a new system, the Special Edition Dimension, but with no immediate plans to ship it. 'Dell hasn't locked into a shipping date, and we want to be fair to our customers and let them know what to expect on availability,' said a spokesperson for the Round Rock, Texas-based PC maker. " [note: hahahaha....Michael....hahahaha....just as someone mentioned in an earlier post, I think Dell may see a few problems ahead if they continue to stick with Intel....by the time Intel can deliver in volume (to Dell) the premium on 1ghz processors will not be as large thereby being a huge opportunity lost for the bottom line for Dell.] "Privately, representatives of some PC makers say they are not happy with the scenario or with the speed race between AMD and Intel that is forcing them to offer high-priced systems few consumers may be able to afford." Chris