Interesting post courtesy of the Dell thread. Maybe explains weakness of the direct vendors, don't know about CPQ...
Regards,
John
To: John Koligman (148442 )
From: GVTucker
Friday, Dec 3 1999 11:49AM ET
Reply # of 148444
RE: DELL 'weakness' today
There are a bunch of stories beginning to circulate that there is currently a
shortage of Intel chips in the 'sweet spot,' i.e. 450 MHz to 600 MHz. The story
goes that the direct sellers are bearing the most pain, as they carry the least
inventory. Further, they are trying to either sell customers up or down from this
sweet spot, and not surprisingly, when customers aren't choosing to go
elsewhere, they are trading down, not up. Thus, there is both a revenue and
an ASP hit. I can't find anything that could be regarded as a totally reliable
source yet, however.
The closest thing I can find is S. Fortuna, for whom I know this thread has less
than a high regard. He stated that he has spoken with GTW management this
morning, and they acknowledged that there is currently a shortage of
Coppermine based 450 MHz chips right now. Hence, GTW seeing a little
more underperformance than DELL today. Scarcely a total shortage in the
'sweet spot', but it's the best I've got right now.
N |
