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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (100324)	3/5/2000 10:19:00 PM
From: brushwud	Respond to of 186894

Intel's "token launch" of the 1 GHz Coppermine is targeted at the consumer market. A lot of folks speculated that Intel would announce 850 MHZ last week. Do you have a link, or are you just speculating, too?

To: Tenchusatsu who wrote (100324)	3/5/2000 10:32:00 PM
From: kash johal	Read Replies (2) \| Respond to of 186894

Tenchusatsu, But tench you can't have it both ways. One is to say that "sweet spot is 500Mhz" and thats great. The implication being that "nobody" wants the high speed chips that AMD is delivering. The reality is that AMD parts are available across the channell ACROSS the speed range. And OEMS are happy with volumes and lead-times. Intel with all this crap of 1M/wk is still showing shortages at high end. This is CLARLY a BAD thing. High end customers are forced to wait or compromise and buy a lower end price reducing Intel revenue or alternatively buying an AThlon eliminating Intel revenue entirely. Dell as of TODAY is still SHOWING a 30 day wait for 800's. However you guys SPIN it this is BAD for Intel. As well as the embarrassment of being 3 SPEED grades behind on Monday. Coupled with a "token" 1GHZ release on wednesday this will increase consumer demand for 1GHZ, 950, 900's all of which Intel can't deliver. At some point some IT folks are gonna see 1GHZ AThlons going out the door and NADA from Intel. And at least a few of them will pick up the phone and call. However you slice it INTEL is coming up SHORT. SHORT on reliable chipsets. SHORT on volumes at high end. Now tell us it'll be different with Willy and DUAL RAMBUS channels. regards, Kash

To: Tenchusatsu who wrote (100324)	3/5/2000 10:49:00 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: there is a huge difference in opinions being expressed on both the INTC and the AMD threads... Thanks for a considerate and intelligent response. There remains the (relatively) large supply of 733 parts, and the apparent severe shortfall at 800. I suppose this is an indication that demand spikes at the high end rather than tapering off, despite the higher prices charged at the high end. (in contrast to what I would guess is a bell shaped speed distribution coming out of the production process). If the demand spike at the top of the distribution is very large, it would make volume at the top of the speed distribution very valuable. It would also seem to make an official release of high speed chips that cannot be supplied (in other than token volume) a poor move. Regards, Dan