SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Jim McMannis who wrote (85292)1/5/2000 8:50:00 PM
From: Elmer  Read Replies (2) | Respond to of 1573096
 
Re: "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 you're missing another possibility. Demand greatly exceeds supply. Do you see a product Intel is dumping because they have too many???

EP



To: Jim McMannis who wrote (85292)1/5/2000 9:34:00 PM
From: Charles R  Respond to of 1573096
 
<Charles R. reported right here over a month ago that there was a shortage of low speed chips from Intel. >

Over a month is right. It was October when I first posted about this topic on the thread. I mentioned that Intel was ceding low-end and high-end for the quarter and focussing on the midrange and if my memory serves me right a few obnoxious Intel longs got on my case for saying that.