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


To: Joseph S. Lione who wrote (58446)5/17/1999 5:04:00 PM
From: kash johal  Read Replies (1) | Respond to of 1574854
 
Joseph,

Re: "I'm sure you are correct in saying that, but won't some of these suppliers wait until they are sure that the K7 will be in volume production? What if they produce 2 million motherboards and/or chipsets and production of the K7 is only 200,000/quarter.I know I would want to see some production before making a commitment. Maybe it doesn't work that way????"

There is certainly common sense in what you say, however almost all the k7's will go to OEMS who already will have some allocation prior to the excess volume dropping into tier 2/tier 3 market.

I agree it will be a while - maybe 6-12 months after k7 introduction before you can order k7 motherboards and put a system together yourself. Most board guys won't build them on speculation and most screwdriver shops won't want the headaches until the systems are well debugged and the supply is assured.

So the K7 will largely be an OEM product this year.

And the volumes will be much less than 1M/qtr.
If they hit anywhere close to 1M/qtr this year Intel better watch out!!!

Regards,

Kash