Tony - <Ten, Paul, what are your assessments of the unsold Athlons that are being talked about today (new to me today, anyway) and the $100 plus price cuts per Athlon. Also, I continue to hear that Coppermines are sold out. Is this the same old buyers-prefer-Intel thing, or something more (like is overall demand down right now, because it's 1Q or something more sinister?)>
I knwo you didn't address this to me, and I don't really know up to the date market stats, but...
Athlon prices are down. AMD indicates unsold inventory.
PIII prices are pretty much steady. Intel indicates backlog to be cleared by the end of Q1.
Now, I don't really know, but could it be that demand for PIII is good, and Athlon capacity is exceeding demand? Also, Intel serves markets that AMD doesn't service. Of course the bad news about this is AMD may have to start a price war to clear the decks. Yuck.
Am I being too simple?
Again I stress, I don't really know what's going on at the distribution end of things.
PB |
