To: Elmer who wrote (33480 ) 6/21/1998 8:30:00 PM From: Jim McMannis Read Replies (2) | Respond to of 1572095
Elmer, As an AMD shareholder you might be interested in this...realworldtech.com Click here for unbeatable deals! Industry News Industry News 1997 News for 6/20/98 AMD has been literally shocked by the popularity of their K6-2 300MHz processor. A recent shipment of 6000 boxed units to one distributor sold out in less than 4 hours! The popularity is apparently due to both the timing and pricing of the release of this product. The unfortunate result of this is that you can expect some serious availability problems over the next 4 to 6 weeks at least. Prices may even start to creep up as vendors begin to take advantage of the supply problems. AMD has been notified by us of this situation, and we have been assured that they will be investigating ways to minimize the problem (though production ramp-ups are not likely in the near term). Riding on the crest of the K6-2 popularity are the Super 7 board manufacturers. It seems that most of the industry experts failed to recognize how popular this platform was going to be. Early on, VIA was unable to deliver chipset quickly enough which resulted in availability problems for some manufacturers (most notably FIC and Soyo), and prevented other manufacturers from being able to release theirs on time. AOpen failed to have enough PCBs manufactured, and just ran out, resulting in a 2-week delay in their next production run. At this time, Soyo appears to have good availability, while FIC has spotty deliveries. IDT is sampling their Winchip II with the 3D-Now instructions. Our sources tell us that they are fine tuning the chip so that it will run at 100MHz bus speeds - even the 200MHz chip! It remains to be seen how successful they will be, but if they are able to get these to market before the end of July, we think that they have every chance of surpassing Cyrix/National Semi for the #3 spot in processor sales for the quarter. Let's hope they are successful!! One other issue that has had a big effect on Super 7 board availability has been the stability of the chipsets. Many manufacturers had put their hopes into the ALi Aladdin V chipset, but that has proven to be a very flaky product. We already know that SiS failed to make the grade with their 5591 chipset, and ALi appears to be having only limited success with some motherboard manufacturers. Many manufacturers simply abandoned their plans to use the ALi chipset after several months of failure to produce a stable board. Even the VIA MVP3 chipset has had it's problems, but it appears that most manufacturers have worked those out. It is no surprise that the Super 7 offerings are very sparse at this time Due to stability problems with the ALi Aladdin V chipset, and availability problems with the VIA MVP3 chipset, some manufacturers elected to put all their eggs into the Pentium II basket. Unfortunately, with the success of the Super 7 boards and K6-2 processor the Pentium II market has lost quite a bit of steam. At this time, only the OEMs are purchasing Pentium II boards and processors in any quantity, and it won't be long before they realize that there is a huge market using the K6-2 chips. We wouldn't be too suprised if the other major manufacturers suddenly tried to rush a Super 7 board to market before the end of summer. If this happens, be careful, because there are a number of issues that current manufacturers had to work through to get a stable design." ___________________________ The article is interesting but the author is mis-informed...AMD CAN supply......they "have" ramped up. Jim