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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: BarbaraT who wrote (57367)1/5/2000 4:30:00 PM
From: Lone Star  Read Replies (1) | Respond to of 108040
 
GTW shortfall due to processor inventory- if true, then demand was OK but couldn't meet demand. They went on to say they will have supply problem fixed and are comfortable with Q1 and year 2000 estimates.



To: BarbaraT who wrote (57367)1/5/2000 6:08:00 PM
From: marquis103  Respond to of 108040
 
Barbara, we may take a hit tomorrow, but I like CPQ's position at this point. GTW admitted they couldn't get enough P3 processors to sell into their "sweet spot" pricing line. (I think they said it was $999 to $1299). CPQ, as we know, has the AMD chips which they are selling plenty of. Read the Compaq thread here on SI if you haven't already. Will make you feel better.

Russ


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