Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Elmer who wrote (115876)	6/14/2000 4:00:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1579777

Elmer, Scott, a lurker, wanted me to point this out to you. I'll just paste the email - jc-news.com "This comment came from JC's site about a week ago in the "For The Investors Column" >>>About the 1GHz PIII ... a fellow on SI (ed: he is referring to Elmer here) was suggesting that volumes of this part have not appeared in the "DIY" area because it is being thwipped up by the business market. I must counter this: I recall (and this is partially backed up by Intel's own press release) that the 1GHz PIII was released as a special edition for the enthusiast consumer market, not for the business market. This part will only hit the business and volume markets some time in Q3 (August, perhaps?). Regardless of how I rationalize it, it is still very, very disappointing that the PIII 1GHz sector is a ghost town in terms of availability, a whopping three months less three days after the part was announced.<<< This can be found here jc-news.com In this weeks version of price watch and avialability, JC again looks at the P III's in his column. In the "For the Consumers" Section, JC makes a comment about whether PIII 800's might be getting scarce: >>>PIII pricing hits a very unnatural-looking plateau at 800MHz through 866MHz. A normal pricing curve should put this part at more than a hundred dollars cheaper than it's averaging out. If you're shopping specifically for a PIII, then it looks like 800MHz is a speed grade to avoid. 750MHz is more in line with Intel's normal pricing strategy, and the 866MHz grade seems to make sense. But that 800MHz part is just worrying me (is it a sign of low volumes in the DIY market?). <<< Later, in the Investors section, he says this: >>>So, look at that availability graph, eh? PIII seems to hit an availability peak at around 700MHz, though I tend to consider the peak to be anywhere from there to 750MHz, since those grades have very high availability listed, as well. But just like how 800MHz through 866MHz speed grades have similar pricing in the above comments, they also have very similar level of availability. PIII-933 is in very low volumes and the 1GHz Pentium III is, after over three months of release, nonexistent in this market (which is still surprising, since this part was announced specifically for the enthusiast/consumer market and not for the business market). Athlon availability is doing well in comparison. Though new products Thunderbird and Duron have yet to prove themselves, the general availability curve of high end AMD processors continues to impress. The 1000MHz Athlon continues to ramp much faster than, say, the 933MHz Pentium III, and is nearly at that breakout point at which I consider a part to be "generally" available. <<< That snippet can be found in here jc-news.com "