Today, Taipei had an air raid drill. So far we have established that it is hot, muggy, and the place is prone to the odd earth tremor. Then, there's the whole air raid thing. Oh, well, mustn't dwell on it too much because, it turned out to be another good day on the show floor. No use fretting about air raids. I mean, what can you do?
One thing that is quite apparent about the way things work around here: it's a build-it-and-they-will-come kind of place. You walk into any company's booth, and you get the feeling that there is an almost endless supply of product options available to you. But, that's not exactly true. There is an endless capacity by manufacturers in Taiwan to build anything you want. They'll build it in anticipation of a market.
Take the next generation nForce boards, of which I have now seen enough to feel gorged. There they are in display cabinets just waiting to go. However, you talk to the board makers and they refuse to commit to future production or indulgence.
"Hey, we'll build as many of them as someone buys."
That's the mantra. Hence, you'll find no end of K8 mobos on display, just itching for an actual CPU to get going. But, according to our sources, AMD might only get 10,000 units to ship by December, and as low as 400,000 units in the first quarter of 2003. Hardly the stuff of dreams and drama, although you wouldn't think so by the amount of fonts thrown at it in the contrarian press.
There are too many products to look at, but someone is bound to want one of them, so as long as there is a buyer, there is a maker over here. Ninety per cent of this stuff will never make it to the US, or Europe. A lot of what's on offer only goes as far as China or India, maybe Europe, but no further.
There's a lot of speculation in play. And it is sometimes just play. That's why I hestitate laying out an endless list of mobo names and numbers, not knowing what the future holds for any of them or their configurations.