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To: Burt Masnick who wrote (96297)1/14/2000 2:23:00 PM
From: Process Boy  Read Replies (1) | Respond to of 186894
 
Burt - <But I was a little timid about posting since the AMDroids and permabears were SO vitriolic with their perfect knowledge of the marketplace. Turns out they live in an alternate universe. I have seen for weeks and weeks and weeks and weeks adds for 733 MHz pentiums from local chains here on Long Island in both the daily and weekend full page sale adds. Just tons of adds for Pentium IIIs at all speed grades up to 733. But the 'droids and bears kept yelling yield problems. What I am guessing now is that the ramp curve is moving up a couple of nothches and is going to keep turning the heat up on the volume deliveries through the rest of winter and the spring.>

Yes!

PB




To: Burt Masnick who wrote (96297)1/14/2000 2:47:00 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 186894
 
Burt, <But I was a little timid about posting since the AMDroids and permabears were SO vitriolic with their perfect knowledge of the marketplace.>

Who can blame you? They were flaming a guy who had first-hand knowledge into this sort of stuff! What do you think they'd have done to a guy who didn't have first-hand knowledge?

Tenchusatsu



To: Burt Masnick who wrote (96297)1/15/2000 5:33:00 AM
From: nihil  Read Replies (1) | Respond to of 186894
 
Isn't it interesting that "supply limitations" mean prices don't get cut or start off pretty high. It's the law! (of supply and demand). I hope Intel keeps having supply limitations in the mid-speed grades. Help those gross margins grow. And AMD downgrades to meet demand.