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

To: milo_morai who wrote (115229)	6/9/2000 6:26:00 PM
From: Cory Gault	Respond to of 1572541

milo: re - "Said both INTC and AMD should do well this year." I agree with Niles.

To: milo_morai who wrote (115229)	6/9/2000 6:37:00 PM
From: survivin	Read Replies (1) \| Respond to of 1572541

Update: Intel looks to close painful chapter with MTH cancellation Ebn and Hachman released this after the markets closed. Gotta love the attempts to minimize the impact of the delay. ... Lower-tier and "white-box" resellers, however, were already being asked by Intel to return their products. Motherboard manufacturers, including Asustek Computer Inc. and First International Computer Inc., which had committed to MTH-based designs, now may have to dispose of piles of plastic. OEMs took comfort, however, in the fact that the Timna's delay will allow them to launch the "product the right way," as one source said. While the Timna's low-cost, high-integration approach was geared to the legions of students returning to classes at the end of the summer, the chip's original August/September launch would have missed the "back-to-school" PC qualification and design cycle that begins at the end of June. And as for the chance of lost sales opportunities during the winter holidays, OEMs said they tend to promote higher-cost performance PCs at that time. "It didn't have any impact," one top-tier OEM source said of Intel's decision to delay the Timna. "We didn't have it scheduled in anyway, at least for the home [products division]." Surprisingly, that's the position Intel took as well. Asked at this week's Semiconductor Industry Association annual forecast luncheon about the Timna situation, Intel chief executive Craig Barrett said, "It wasn't going to be a big seller." Barrett also noted that most customers didn't want to introduce a new product during their Christmas holiday ramp. Intel, meanwhile, positioned the delay as a chance to reallocate Timna-dedicated wafers for existing Coppermine and Celeron parts. That went over well with one industry source, who said that given the choice, his company would favor additional supplies of Coppermines and Celerons. He did note, however, that Intel would have to replace the Timna capacity with both Celeron and chipset wafers, which might not alleviate existing supply constraints. ... ebns.com