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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 217.71+4.8%10:52 AM EST

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To: andreas_wonisch who wrote (37079)4/23/2001 1:52:41 PM
From: Win SmithRead Replies (3) of 275872
 
IBM runs out of 1GHz Mobile PIIIs theinquirer.net

Speaking of paper launches. . .


Subject: Urgent - Important Information on ThinkPad 1Ghz Models - Update

Dear All,

The latest update on the Intel 1 GHz processor is the following:

Dear all,

We have just been informed by Intel that they have implented a Stop Ship on their mobile
PIII 1Ghz processors.

As a result, we do not expect to get any more of these processors until at least the end of
May. We are still awaiting some official guidance on what we should be saying to
customers, but rather than wait for that - I have listed belowe some points you should
know of right now :

Every vendor, not just IBM, is affected by this news.


On the other hand, paper launching the 1.7 P4 @$350 makes no sense, as it will kill the market for the other parts at current "official" pricing. On the other other hand, maybe Kumar can explain it all.
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