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To: kash johal who wrote (15905)10/25/2000 2:25:41 PM
From: Jim McMannisRespond to of 275872
 
RE:"For arguments sake here's a split: 100K 1.4Ghz, 80K 1.5Ghz, 15K 1.6Ghz 5K 1.7Ghz 500 1.8Ghz."

Your splits suggest Intel will have to throw about 1/3 of the P4s in the dumpster. A normal curve suggests 80k 1.3Ghz, 15k 1.2Ghz, 5k 1.1GHz and 500 1.0 Ghz.

Jim



To: kash johal who wrote (15905)10/25/2000 3:57:17 PM
From: AK2004Read Replies (1) | Respond to of 275872
 
Kash

I see no reason why the sweet spot is the lowest speed grade unless it is artificially cut at that point which is possible.

2mil in q1 would imply that intel is not going to increase production that much during '01 - 12mil/year. I see no specific reason for that.

Also would not you expect that intel would tweak their production here and there so the distribution would improve?

Regards
-Albert


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