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

To: Charles R who wrote (109172)	5/3/2000 2:38:00 AM
From: Y. Samuel Arai	Read Replies (1) \| Respond to of 1578998

Charles: Re:Seems to me like this is not the cause for the "problem" but just is exposing AMD's weakness on the infrastructure side. I have a feeling that Duron-based PCs will only be available initially through the top-tier manufacturers (Gateway, Compaq, HP, etc.)...perhaps throughout Q2. They have their own independent contractors building the motherboards for them, so just because we haven't heard much about socket-A MB availability from Asus/MSI/etc MBs available through your local screwdriver shops, doesn't mean there's going to be a significant shortage of MBs. AMD is probably going to be selling every 760 chipset it manufacturers this quarter to the suppliers for the top-tier boxmakers...perhaps even every Duron it manufacturers this quarter. Sam