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Technology Stocks : Intel Corporation (INTC)
INTC 34.32-1.2%3:59 PM EST

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To: kash johal who wrote (98795)2/11/2000 10:03:00 PM
From: Process Boy  Read Replies (2) of 186894
 
kash - <Distributor NECX Direct LLC, Peabody, Mass., said 450-, 500-, and 550-MHz Pentium III processors averaged $10 more per unit in the past week. The list price for a 500-MHz Pentium III is $193 in 1,000-unit lots, while NECX reported a single-unit price of $302.50, a 57% premium.

?[The] 800's are brutal, very tight,? said a purchaser at one top-tier OEM. ?But 733-MHz and 667-MHz [chips] are loosening up a little bit. Five hundreds are the tightest, with the 550's right behind them.?>

As I indicated on the AMD thread, I am infinitely more concerned that Intel continue to ramp capacity, than I am the vapor launch perception. As capacity comes on line, the vapor launch thing should take care of itself going forward.

Did you note that Intel is having trouble meeting LOW END commits also on 500's and 550's? Gee, I guess Intel shouldn't have launched those parts either almost a year ago, since the absolute condition for launch is meeting demand.

I know, let's rescind all the launches where Intel is perceived as not meeting demand. That would be the 450, 500 and 550 launches, Flash memory, as well as the highest speed grades. Intel henceforth shall only sell 600-700's, until sufficient inventory is built to meet all demand....pffft.

You can talk embarrassment all you want kash, but sold out is still sold out. I surely like the above condition wrt to the bottom line as opposed too the diametric opposite. Although I do not like the opening this condition has afforded our competitor in the marketplace. However, the only recovery is to steadily increase capacity. Unfortunately, one can't snap fingers and have it all come online at once.

PB
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