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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (85290)	1/5/2000 8:38:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1573092

John, the Intel News Network news.cnet.com "most notably the Pentium III 450 MHz, and to a lesser extent, the Celeron 400 MHz," Merrill Lynch vice president Steven Fortuna said in a report in mid-December." So I would have to believe ML knows what they are talking about. That had to hurt, huh? steve

To: Petz who wrote (85290)	1/5/2000 8:43:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1573092

RE:"I didn't even know such a part existed! There are no Floppermines slower than 600 MHz on pricewatch. Or were they talking about notebook chips, which wouldn't be listed there anyway? Petz" They were talking about P-III-450 Katmais (not coppermines) that Intel stopped offering during the quarter. Charles R. reported right here over a month ago that there was a shortage of low speed chips from Intel. Intel either stopped offering them because they wanted to get ASPs up or they took that fab space away to make way for the Floppermine launch, which as you know was a month or so late and a slow one at that... Possible that Intel got caught ramping the coppermine at the expense of the lower speed (Katmai) chips which created a vacuum. When they realized they still needed the Katmai they eliminated/(got tight with) the lower speed grades as a business decision. Jim Jim