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

To: Cirruslvr who wrote (40032)	10/25/1998 12:14:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1574059

Cirrus, I'm sorry to inform you but Packard Bell/NEC is indeed a top ten/top tier boxmaker. I'm well aware of Packard Bells reputation and Compaqs charges that PB was using returned parts in new computers, several years ago. Also that PB got in arrears to Intel on payments several years back as well. Intel let them off the hook and let them refinance. With NEC having a 49% stake in PB it's apparent that PB is much more stable now. PBs market share has been dropping like a rock in the last year but if they pay their bills or are on COD to AMD then adding PB is just another feather in AMD's cap. The other top company AMD has added recently is Sony. This is a MAJOR coup since Sonys PCs were literally Intel made boxes. I've heard rumors of Gateway using AMD next year but I'll believe it when I see it. Someone has been building boxes with K6-2-380s and 400s in them besides HP using the 380 as a 366...Sony?, IBM?, Compaq? PB?, Acer? Everex?, Umax? All of the above? Remember I have it on good authority that AMD is pretty much sold out on the K6-2 this quarter. With PB/NEC and Sony that would make sense. Doesn't mean they can't add capacity but new capacity seems to be targeted at the K6-3 right now. Jim