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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (22993)	8/13/1998 8:18:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

GM, Re:INTC shortage IMHO, the Y2K problem is playing right into INTC's hands and this is a major reason for the shortage. There has been anecdotal evidence to support this over the past several weeks. First, Compaq says they are experiencing a shortage of servers. Then HP comes out and says the same. Who are buying these systems? Surely not the home user. Companies(the ones who can afford to) are circumventing the Y2K problem by upgrading instead of debugging. On another subject but still pertaining to INTC, there is talk(rumor) by some that the delay of next year Merced into the new millenium is to prevent user waiting for the 64 bit Merced. Because of the leap from 32 bit to 64 bit, many argue that INTC has pushed-out the Merced to beef up their Xeon and put a smoother transition in place. Sounds good. Whether I buy it; I tend not to think so. I don't think INTC would delay a product they've worked so hard on, especially at a time when everyone is trying to steal their lunch. BK

To: Gottfried who wrote (22993)	8/13/1998 10:22:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Gottfried,>Brian, I wonder if Intel's processor shortage is intentional? GM [eom]< You don't think the self-interest of Intel would be a reason do you?<G> As a investor I love the limiting of a product to force upgrades, but as a consumer I hate it. My investor mentality at this point wins out. Have you read the book, The Gorilla Game. It indicated that since the Gorilla controls the standard it can make changes which requires other corporations and others to conform to the Gorilla. It just occurred to me, is this the reason that the Gov. is after Intc and Msft. They control the standards and can make changes which forces others to conform. Then, the Gorilla can make addition changes. The result is that the non-Gorilla's never can get caught up and have limited resources to make changes. Just my thoughts. Paul V.