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

To: Process Boy who wrote (97485)	3/8/2000 7:12:00 PM
From: ptanner	Respond to of 1571850

PB <Or, alternatively, they were in stock, and now they are not.> This is the same problem with the retail shelf surveys: we know what is there but not what is selling. Hard numbers are hard to come by as the vendors protect this information and only release it when there is a clear benefit. And the numbers that are published, such as the January retail have been distilled and are often inconsistent from story to story. AMD Athlon shipments 4Q99 were important for investor and market confidence. Intel's coppermine numbers not needed for PR so remain proprietary. PT ps: Nice to see your return to this board -- there have been some bickering days but it has been real quiet with Monday and Tuesday's AMD big stock movements. Good trading day today.

To: Process Boy who wrote (97485)	3/8/2000 7:14:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1571850

PB Re <<Or, alternatively, they were in stock, and now they are not.>> No, I don't think so. My impression was that IBM has not had ANY PIII Coppermine and was just taking orders. Here is couple of quote form Intel's number one customer's (Dell) press release, `The power of the direct model allows us to quickly deliver the richest configuration possible as soon as we receive our limited supply* of these exciting new processors.'* `Being up front with customers on availability, while providing... biz.yahoo.com In the old days Intel used to fill the channels before a launch, now..., well it is pretty sad! Mani