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

To: Scumbria who wrote (101657)	3/27/2000 3:14:00 PM
From: Burt Masnick	Read Replies (2) \| Respond to of 186894

Re:". If 800 MHz PIII's were abundant, there would be systems at Fry's" Then why can I get them from my local chains on Long Island? HP is a tier one manufacturer and A-Open is a tier two manufacturer. Models from both have been available from multiple sites on Long Island, NY (according to adds that have been running for at least a month in the local newspaper, Long Island Newsday). I am also reasoning from a small sample, so I don't know the picture nationwide or worldwide, or more importantly, in the business community and via the direct sales models of Dell, Gateway, Micron, etc. But more to the point, neither do you. I do know that Dell said yesterday that their supply problems are behind them. But that couldn't be true in high end Intel processors since that wouldn't jibe with what you saw at Fry's. Dell must be lying. Incidentally, there are also ads for 750 MHz Athlons in the same publication from the same sites. I guess the stores, in a great conspiratorial plot, must all be telling the truth about the Athlon availability and all lying about the Intel availability. Zealots, determined to make a case, find that facts are absolutely no barrier to their positions. I don't know how available or unavailable the Intel high end chips are. I would guess that they are constrained and on allocation, as are many semiconductor and circuit items. I know for a fact that precision capacitors are now on allocation. I would also guess that each week the Intel high end situation gets somewhat better. But in a digital mind, the switch is either on or off. In the real analog world, I suspect that the (analog) gate on supply is opening wider each week. And the demand is sufficient to have swamped the early supply causing a notable catchup problem. But that's still only a guess on my part. Burt