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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.53+1.5%Nov 28 9:30 AM EST

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To: AK2004 who wrote (11044)10/2/2000 2:38:26 PM
From: PetzRead Replies (2) of 275872
 
albert, "For the past two months, Intel has not been getting high-speed yields on its Pentium-3 processors"

About 4 weeks ago, there was a burst of Intel 1GHz processors, these were probably the last ones from the prior mask set. Paul & Company crowed about Gigamines overrunning Fry's and I got nervous too.

Well, the last of those Gigamines disappeared at my local Fry's a week ago, replaced by 3 GHz Athlons. Is anyone else observing the same thing?

Kind of ironic that in the same week that the GHz Intel machines disappear, Fry's is selling K6-3-333's on an FIC motherboard for $79. That was one of the results of the last AMD "mask crisis."

Maybe a year from now we'll see them selling surplus P3-800's on brand X motherboards for $69.

Petz
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