Rumors and Conclusion

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Little Rumors

Sometimes little rumors lead to big events, right? Well, from nearly all the board manufacturers I spoke to, AMD’s processor allocation for this quarter and next is going to be very, very small. Because of that, the manufacturers are finding it hard to get excited about selling Athlon 64 motherboards. After all, their goal is to sell boards, and if there aren’t processors to put in them, no one is going to buy them – end of story. If the numbers I’ve been told stand true, that leaves less than 100K for this year and less than 500K for next quarter – with only around 10% of those being Athlon 64 FX processors. AMD needs to fix whatever problem they are having getting CPUs out, whether that be a yield issue or otherwise, in order to survive.

We also have been hearing things about the tight spot NVIDIA is in. We are seeing their nForce3 chipset out numbered by the VIA K8T800 chipsets quite handily. Manufacturers informed me this was for several reasons: the NVIDIA chipset was more expensive to buy from NVIDIA; the NVIDIA chipset didn’t have integrated Serial ATA; and that NVIDIA is having issues getting the chipsets produced to sell. Again, whether that is a yield issue or not, I can’t say for sure. Their video card segment is also hurting. After all the problems and bad press they have seen with the Valve/ATI fiasco, NVIDIA is getting slammed not only be users, but by manufacturers too. Several of the NVIDIA “big boys” will soon be moving over to making ATI and NVIDIA cards, where once they were NVIDIA exclusive. I’d expect to see the likes of Asus and MSI to switch over within the end of the year.

Conclusion

This was my first year at Computex in Taipei, Taiwan. It was a very worthwhile trip and the technologies showcased from motherboard manufacturers, chipset manufacturers and others showed what I saw as increase in interest in the PC marketplace.

Though there were few visitors than last year I’m told, most put that off to the delay the SARS outbreak caused. Next year’s show is already scheduled for the first week of June, and you can be sure that I’ll be there to compare it to this year’s.

I’d like to thank those who took me around the city, and didn’t allow me to get lost in a foreign land, for showing me a good time while I was there. The nightlife of Taipei lives on, that is for sure! 🙂

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