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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Mike Magee who wrote (10097)	9/24/2000 2:37:01 PM
From: Jim McMannis	Respond to of 275872

Mike, What's the general feeling there in the UK? That AMD is more bang for the pound and Intel is a rip off or are people still in love with the name "Pentium"? Jim

To: Mike Magee who wrote (10097)	9/26/2000 11:38:12 AM
From: Daniel Schuh	Read Replies (1) \| Respond to of 275872

Intel slide a little wafer thin theregister.co.uk Meanwhile, our favorite intrepid pub crawler takes on the Intel warning. He doesn't much hold with the "PCs weak in Europe" spin. (Hi Mike, just wanted to make sure I was within fair use here). But if Intel cannot supply chips it promises to, and you are a big European distributor or even a reasonably fair sized PC manufacturer, what are you supposed to do? Say OK, Intel, we'll wait until you've got your factories rolling and your chipsets working, while our businesses slide into desuetude? No man, no way. Instead, if there's a second source, you use the second source, or even the third source, and carry on trading just as best you can. Via, according to monthly reports that it issues, now sells three million PC-133 based chipsets, at a price of around $25, compared to the $40+ Intel is asking for its 815. Of those three million, two million support INTC chips, and one million support AMD chips. All you have to do is multiply these figures up to see that demand for PCs remains pretty strong. These are real figures. Intel never breaks out its individual chipset sales. Taiwanese mobo makers we talked to last week say they won't buy 815 chipsets because they're too expensive, and they're too late. There's piles of the chips (and, we regret to note, mobos to boot) sitting in warehouses, waiting for INTC to drop the price to a reasonable level. . . . So, financial pundits on the state of the Intel nation, before you pontificate, maybe it's time you went down to the Ingram Micro or Tech Data trading floor, to see just what the real world, unfettered from a Mercator projection which makes Wall Street the hub of the universe, is really like. Or get Caesar III, and see how revolting the natives can be when they cannot get supplies of their wheat, oil, wine or pork bellies. ® Cheers, Dan.