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To: Paul Engel who wrote (8871)	9/17/2000 7:32:30 PM
From: Dan3	Read Replies (5) \| Respond to of 275872

Re: 1GHz PIII - where only one customer could get sufficient number of parts 6 months after introduction. " HP is selling these at FRy's ... Ah, but the 1GHZ P3 was introduced on March 8, and was unavailable in retail for 6 months - they first showed up last Sunday. Perhaps the box makers are waiting for the 1.2GHZ Athlons early next month. That way they don't have to redo all of their documentation, web sites, manuals, etc. one month after they release the 1.1GHZ - they will just release both speeds at once. Next month Intel will paper launch a 1.4 GHZ P4, while AMD and the OEMs do a modest launch into retail of the 1.1 and 1.2GHZ Athlons. AMD will have its volume sales at 900MHZ and 1GHZ - with decent ASPs (actually, for AMD, fantasy fantastic ASPs), while Intel will be selling mostly 800 to 933 PIIIs - at the lowest ASP for its volume products Intel has seen in a long, long time. It's just an unfortunate coincidence, but falling behind AMD just when there is such a stark contrast between less than and more than one GHZ is probably going to be tough on Intel ASPs this fall and winter. Dan

To: Paul Engel who wrote (8871)	9/19/2000 5:58:29 PM
From: Charles R	Read Replies (2) \| Respond to of 275872

<Re: "A bad example would be 1GHz PIII - where only one customer could get sufficient number of parts 6 months after introduction. " HP is selling these at FRy's, Dell has them - IBM has them - Gateway has them - Compaq has them.> None of them barring Dell gets them in the quantities asked for - even NOW. A month back even Dell shipments got pushed out. Face it! 1 GHz PIII availability is highly restricted even 6 months after launch. <You blind, CHuckie?> You stupid, Paul? Or, just biased, as usual?