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

To: tejek who wrote (113540)	5/31/2000 9:07:00 AM
From: xun	Read Replies (2) \| Respond to of 1577007

Ted, RE<The supposed hot PC market appears to have headed south.> Not in Niles eyes. Yesterday he appeared on CNNFN and said sale of mid to high end boxes are doing better. He used a used-car analogy to explain why people now buy better computers than their first ones. $500-$1000 computers are still selling, but not like some people suggested would crush mid to high end. Link to the emachines difficulties, I think he makes a lot of sense. emachines has a niche no established box makers want to have, i.e., no money to make. When people get more money and know more about computer, they will go upscale just like TVs, Cars, etc. Just my 2 cents (borrowed 1 cent from Danny boy) panic

To: tejek who wrote (113540)	5/31/2000 12:20:00 PM
From: Charles R	Respond to of 1577007

Ted, <There is no evidence that Dell is not getting enough...> I think I prefaced my post with something like "if this is true". <quite the contrary, they say their chip supplies are fine.> I have learnt to take many company's official statements with a healthy dose of suspicions. Companies under pressure rarely tell you the accurate story whether it be Intel, AMD, Microsoft, Dell or anyone else. Just not how the game is played. <Plus, emachines, a big user of celeron, is rumored to be having an inventory buildup. > I have seen the E-machines slowdown. Though I think Emachines is probably not in the "big" leagues there may be some recent slowdown in the consumer channel that may alleviate the supply situation a bit. (Emachines is "big" in North American consumer space which is not that big when one looks at the whole picture - even when it comes to Celerons) <The supposed hot PC market appears to have headed south.> Could be. The current market conditions probably have something to do with it - we need a few more data points to see if there is any real slowdown and the extent of it. Chuck