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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (38267)12/2/1998 7:16:00 PM
From: John Koligman  Read Replies (1) of 97611
 
Thread, this post (courtesy of Brian Kerecz of the AMAT thread) backs up what she_x is saying. I also would think that CPQ's use of AMD as a chip source in addition to long term contracts with Intel would help them more than some of the other manufacturers in this situation...

John

To: Duker (26823 )
From: Brian Kerecz
Wednesday, Dec 2 1998 5:55PM ET
Reply # of 26830

Shortage of Pentium II's now "acute":

theregister.co.uk

Shortage of PII 333MHz and 350MHz now acute

Demand for Pentium II 333MHz and 350MHz has so outstripped supply that
there is an acute shortage of parts, a distributor has warned.

Two weeks ago, Intel admitted that there was heavy demand for the PII
processors, while yesterday it said that the PII 233, 266MHz and 300MHz were
not now generally available.

At the time, Intel said that supplies would begin to catch up with demand in a few
weeks, but Mark Davison, processor product manager at UK distributor
Datrontech, said today there is still a shortage.

He said: "The shortages are still bad. My order book is strong but there will be a
lot of people that can't ship machines before the end of the year."

Datrontech, he said, was trying to move its customers to the 400MHz and the
450MHz parts, but the difference in price between the 350MHz and the 450MHz
PII is around £100. ®

Let's hear the Bears talk this down<GGG>





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