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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 227.90+2.0%Jan 15 3:59 PM EST

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To: Pravin Kamdar who wrote (80049)5/14/2002 12:06:55 PM
From: wanna_bmwRead Replies (2) of 275872
 
Pravin, Re: "For the last couple of weeks, all the P4 machines advertised at retail were in the 1.6-2.0 Ghz range. Combined with the Pricewatch data, there does appear to be a problem with production at Intel."

It's also the second quarter after the Northwood launch, and volumes for the quarter probably won't be more than a quarter of total production. Since all speeds 2GHz and greater are Northwood, that puts volumes of those CPUs at probably 6M. Most of those are obviously going to be at the 2.0-2.2GHz range, and you are already seeing those in retail. I saw several 2.2GHz machines, and a 2.4GHz machine at Fry's this past weekend. 533MHz FSB CPUs are gated by availability of 533MHz enabled i845 chipsets, which haven't been launched yet, so you won't see many volumes of those.

To me, production seems to be on schedule, or perhaps a little ahead of schedule, since the 2.53GHz launch was indeed early. There may be other early launches as well.

Edit: Also, a large percentage of laptops seem to have *already* transitioned to Pentium 4-M (launched 2 months ago), which is built off of the Northwood core. Be sure to figure those into the equation as well.

wbmw
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