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To: Dan3 who wrote (34101)	11/7/1999 5:13:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

Dan, <why is Intel canceling planned Celereon price cuts - which seems to indicate a lack of supply. Is there just an extended period during which the lines are being converted and there aren't any wafer starts? Are the yields really low?> Gee, I thought the reason why Intel cut Celeron prices in the past was due to competition, especially from AMD's K6-2, not due to supply. Now that Celeron is far ahead of K6-2, I don't think the pricing pressure is as heavy as before. I do agree that there is a lack of supply, but that's only because the demand is much higher than before. Intel has been producing Celerons for a long time now, so it's definitely not yields. Unless there has already been a sharp ramp-down of the 0.25u process lines, which I doubt, Intel hasn't lightened up on Celeron production. <But if that were that case, shouldn't we be seeing news that, in the last two months, Compaq, IBM, Dell, etc. are seeing unexpected large sales increases? (maybe there has been such news, and I've missed it)> Maybe we'll see that news in the next two months. <I don't have a direct count, but in the last 6 weeks or so, it seems that more of the retail machines are K6's and Athlons, at least in the ads, and fewer are Celerons and Pentiums.> I see these sort of reports all the time on the AMD thread. Looking back, these reports create a false sense of security for AMD supporters. Tenchusatsu