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

To: Paul Engel who wrote (113555)	10/14/2000 5:02:51 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Pricewatch has 30 vendors selling 1 GHz Pentium IIIs With the cheapest at $665. How much demand is there for such parts when 1.1GHZ Athlons are available for $365? AMD could probably offer as many 1.6GHZ Athlons as there is a market for if they priced them at $10,000 each. Manufacture two to three chips and AMD could then direct drop ship to any takers from the various pricewatch vendors. It's not hard to keep parts listed in pricewatch if they are priced above what buyers are willing to pay. What's a challenge for FABs is keeping competitively priced parts available. Dan

To: Paul Engel who wrote (113555)	10/14/2000 9:56:35 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Paul, Pricewatch has 30 vendors selling 1 GHz Pentium IIIs - I counted only 28. Did 2 of the 30 run out? Intel makes 5 times as many processors, and there are 30 vendors selling 1 GHz Piiis. At the same time, there are 63 vendors selling 1 GHz Athlons. What does that tell you? Another piece of Pricewatch data: # of vendors: Piii Athlon 900 MHz 145 69 1 GHz 28 63 That's a pretty sharp drop off. It's an indication that Intel has still not caught up with AMD even at 1 GHz chips (not to mention 1.1 GHz and higher), even though Intel is producing 5 times as many chips. Do you think that all those parts at all those speeds are available because Intel is having yield problems? I don't know the exact nature of the problems, but problems clearly exist. Joe

To: Paul Engel who wrote (113555)	10/14/2000 9:57:03 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Paul, Pricewatch has 30 vendors selling 1 GHz Pentium IIIs - I counted only 28. Did 2 of the 30 run out? Intel makes 5 times as many processors, and there are 30 vendors selling 1 GHz Piiis. At the same time, there are 63 vendors selling 1 GHz Athlons. What does that tell you? Another piece of Pricewatch data: # of vendors: Piii Athlon 900 MHz 145 69 1 GHz 28 63 That's a pretty sharp drop off. It's an indication that Intel has still not caught up with AMD even at 1 GHz chips (not to mention 1.1 GHz and higher), even though Intel is producing 5 times as many chips. Do you think that all those parts at all those speeds are available because Intel is having yield problems? I don't know the exact nature of the problems, but it is obvious that some problems persist. Joe