Advanced Micro Devices Inc (AMD)

[KeithDust2000]

Some interesting bits on Digitimes

Uli anticipates its K8 platform chip sales will outpace its P4 sales in November. Thanks to rising yields which have stimulated K8 chipset demand, ...

AND

Acer: Shortage of Intel CPU hinders November shipments. Acer indicated that INTEL CPUs are falling short of demand by 20%, amid unexpected...

Will be interesting to read the full story on this.
Acer´s problem is of course that they don´t really tap a second CPU supplier in a meaningful way. All their corporate desktops, notebooks and the vast majority of their consumer lines are INTEL.