Saturn - <Hopefully the CC and the earnings report will boost the stock price further, since the market has assumed that Coppermine availability was more of an execution problem, rather than a excess demand( forecast) problem.>
Using the ol' Pricewatch gauge, PIII 700's and 733's have a pretty decent presence at the moment.
Of course, 750's and 800's, as of yet, do not. I believe Intel tried to make this clear at time of release that this would be the case.
I believe the days of Intel stuffing the channel to overflowing before release of the latest speed grade may be over, at least for a while. In the past, with the lack of competitive x86 MHz pressure, Intel had the luxury of introducing product this way. But in light of AMD's recent forays, this practice is no longer viable. I.e., this is a horse race. Got to give AMD credit where credit is due.
Unfortunately for Intel, this brave new world will probably take some getting used to by the channel, and I do not expect the noise level to die down right away, which may lead to all sorts of speculation about Intel's execution w.r.t. manufacturing.
Nevertheless, when Intel intro's a product, such as the recent 750's and 800's, I would assume there is a substantial bin at the given speeds, and it is shipping, albeit to select Tier One OEM's at first, with volume filing the channel over subsequent time, probably in a matter of weeks, and maybe days later in the ramp.
Of course, AMD has been doing its product introductions in similar fashion for some time.
[Aside to any AMD thread lurkers and Ali Chen :-)]: Yes, comments I made relative to channel volume in the October time frame were dead wrong. I have subsequently modified my stance. It's a brave new world :-).
PB |
