but distributors are accepting new machines with PIIIs in them. Or, at least they were at the time Mufti made his comments.
Michael, my point exactly. Of course distributors are accepting new product, because stuff IS flowing out, probably at the rate its coming in, after the ackknowledged 4th quarter "stuff".
But to hear the "nuclear winter" view here, one would surmise they couldn't possibly be accepting new product since they are so stuffed they don't even have warehouse space to accept anything.
BTW, you do realize that even if that PIII garbage (OK, I admit it, its pure marketing hype in its current incarnation) ends up getting pushed out at P2 bargain basement prices, INTC is none the worse for wear. Kind of like it had never been introduced in the first place and P2 had just held its ground longer than it naturally would have. You must admit, its quite possible the bears will get slammed again by the INTC marketing machine. Wouldn't be the first time.
I personally think the intro of P3 on the .25 process was a stop gap, appetite wetting, move to get the market thinking about 500Mhz and above CPUs. In 3 months, with the intro of significantly faster P3 at 600 to 800MHz on a .18 process($300-600 pricing, but a lot cheaper to produce), INTC will be back in full gear. Its quite conceivable we've seen the lows on the stock price for this cycle, IMO.
Gary |
