John,
Listening to Dell CC, statement by CFO, wish we could get more 700's (PIII), we could sell all we could get.
Too bad Dell can't get more, but at least they're getting some. If they're on allocation, I wonder where else they're going. Not kosher to ship all available to Dell. Article yesterday had Ingram Micro and Tech Data getting some, not clear how many 700's, though. Well, being the hopeless optimist, maybe 4Q is so hot, that Intel can make the numbers with limited Coppermines, but bazillions of "classic" PIIIs, Celerons, Xeons, etc. Then, 1Q can get the benefit of fully ramped Coppermine.
Tony |
