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

To: Mani1 who wrote (115998)	6/15/2000 3:27:00 PM
From: Gopher Broke	Respond to of 1576708

Yes! Now we will start moving again.

To: Mani1 who wrote (115998)	6/15/2000 3:46:00 PM
From: Scot	Respond to of 1576708

Mani, Great article....I'm going to post the portions that were on Ace's with Ace's comments in bold: Dean Kent posted an excellent Industry Update for June. On the chipset front it seems that VIA is experiencing some trouble delivering enough KT133 chipsets. AMD reportedly ordered 300,000 chipsets for June, but VIA has not been able to supply that volume. As we already know, ALi (who may have been tapped by AMD due to VIA's reoccuring supply problems) will be supplying Athlon chipsets. As far as Intel chipsets are concerned, Timna was delayed because of problems with the MTH, and motherboard makers are seeing increased demand for the good ol' 440BX (which still powers my trusty dual-Celeron). After many months of hearing about speed grades that could not be obtained, Intel apparently turned the corner this month with the introduction of the 933MHz Coppermine. Other sources have claimed that inventory of 800MHz+ FC-PGA parts has been growing. AMD is now telling resellers that the K75 will likely be gone by the end of Q2, and that K6-2 processors may become scarce as well. During May, there were several reports of K75 'fire sales' from brokers, with prices going to the floor on the spot market. Apparently, K6-2 processors are selling extremely well at this time, causing possible shortages in the channel. As mentioned in the chipset section, Micron appears to be willing to put whatever effort they need to get DDR out into the market place. With the position that Micron has right now in the memory market, and with DDR being the new, sexy technology (which is where Rambus was last year) it could mean that DDR will quickly grab a relatively large percentage of the market very quickly. An NEC spokesperson indicated that they have reduced wafer allocation for the 128Mb RDRAM and shifted it to 128M SDRAM due to very strong demand on that product vs. the 128Mb (non-ECC RDRAM). However, it was also stated that they expect the demand for ECC (288Mb generation RDRAM) to improve, and they have no plans to stop production, with 256Mb/288Mb parts on their roadmap. -Scot