Joe,
Re: "Under these assumptions, where everything is sold out, why would only Athlon be sitting in the warehouse?"
I don't believe that warehouse theory of Elmer. Being the proud owner of a small "screwdriver" shop, I'm usually the latest in the line to receive parts in times of a shortage, certainly because I live oversea.
Now about Intel:
For me it was really impossible to receive any P3 from dec 15 to the end of feb.So sure my business suffered from this, but not from a lack of demand, but from a lack of supply. In march and now on, I can have P3 but only up to 800 MHZ. I don't mind because I'm selling Athlons to my customers now.
About AMD:
I could get Athlons in dec and jan, but I couldn't get MB. From half feb on, this problem was solved and I jumped, like so many other small guys, on the Athlon bandwagon. Intel forced us to. But even now the supply of Athlons is not overwhelming. I mean I can always get them, but not always in the freq. I want. Certainly not in overstock at the moment.
So, al be it on a very small scale, just like GTW, I missed my Q1 a little, not from the demand side, but from the supply side.
What this implies for INTC, I'm not sure, but that "flood of processors" certainly didn't came my way, and now it seems it doesn't went to the big boys either, so maybe it went where all floods go, to the bottom of the see.
Bert |
