Kap,
It looks like on PW they are still selling the initial dump of OEM parts from HPQ. I haven't seen reports of new 2200+ parts. Also the boxed version ETA has been slipping, now at 8/1/2002.
Somehow, I don't think that AMD is facing a problem of insufficient availability of Tbred parts, but from and too many Palominos.
In Q1, AMD sold 8M units, and Palomino ratio was about 60%, or let's say 4.8M Palominos. In Q2, AMD sold 6M CPUs but only 50% of these were Palominos (and tiny % of Tbreds), so there were only 3M Palominos sold, which is 1.8M less than AMD was probably planning on selling. So the minimum inventory of Palomino die is 1.8, with some in the pipeline, so I would guess that AMD may have up to 2.5M Palominos in inventory.
Unfortunatelly, AMD "segmented" these Palominos from the Celeron/Duron market with presence of Durons and P4 NW segmented them out of the P4, and increasingly the mainstream desktop market. AMD seems to be at a complete loss about what to do with them. ETA of Thoroughbred is a function of this Palomino inventory.
Joe |
