Tejek Re: "Indications are that demand is flat and yet there is a shortage of Intel product."
Demand is flat?
Why are you bringing up AMD's problems?
Apparently you have missed some recent articles re chip supplies and demand, and AMD and Intel. To aid you, I have posted a portion of one article that came out today from CNET and its link. Generally the consensus is that Q1 sales did not drop from Q4 as significantly as was expected....in order to give the change in sales between quarters some room for error, I am calling them flat from Q4.
BTW due to good yields, AMD does not have a shortage of product.
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Intel releases latest chips amid shortages
By Michael Kanellos
Staff Writer, CNET News.com
March 20, 2000, 7:50 a.m. PT
URL: news.cnet.com
Several high-level Intel executives predicted in February that the supply situation would stabilize by the end of the quarter, which concludes in two weeks. Some dealers, however, said distributors and brokers have informed them that the shortage could continue.
The shortage arises from delays last year in the release of the latest Pentium IIIs and an acceleration of the product road map. Last October, Intel released the "Coppermine" generation of Pentium IIIs before historically normal inventories of the chip existed, said Intel and several analysts. A shortage became apparent almost immediately.
Simultaneously, rival Advanced Micro Devices was finding increasing commercial success with its Athlon processor. The two companies soon began a speed race. Both Intel and AMD, for instance, originally planned to release their 1-GHz chips toward the middle of the year. Intel moved up the release to March. AMD followed suit, releasing its chip two days before Intel.
In addition, some PC executives and analysts have stated that the typical first quarter seasonal slowdown wasn't as bad as usual.
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