Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (41318)	11/12/1998 12:03:00 PM
From: nihil	Read Replies (1) of 1573047

re: Celerons in Q4 My guess is that Kurlak's estimate of 2.8 million Celerons for Q3 is low. Intel has said (somewhere) that it would double its production of Celerons in Q4/Q3, and someone said 5.6, but this might be a little low. My understanding is that all wafers have been started, and that Intel is supply constrained, so that the 8-10% increase estimate is solid. Intel was obligated to release this as soon as they were reasonably sure of the number. I don't think their is any flexibility wrt output left in Q3 (although they could delay completion and shipment of certain chips, but I doubt that they would have any reason to do this unless unforeseen disaster (perhaps in Israel).)

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