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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: AK2004 who wrote (64599)11/30/2001 7:18:43 AM
From: Dan3Read Replies (2) of 275872
 
Re: An Intel spokeswoman, Evia Shum, said the
company may not fulfill orders for certain models of Pentium 4 processors.

Sounds like a yield problem. Orders accepted but not fulfilled would have had wafers targeted for them. Unless they're experiencing an unexpected number of bad wafers (or bad die per good wafer), they would be able to fulfill those existing, previously accepted orders.

There is no indication that the total number of PCs sold has been greater than expected, (the opposite, actually) and Intel pricing does not indicate any surplus of PIIIs -which would be expected if there were an unexpected transfer of demand from PIII to P4.
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