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To: Jdaasoc who wrote (65810)	2/12/2001 12:32:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 93625

John, Usually products are not sold to end users until they are completed. Intel occasionally violates this principle. Scumbria

To: Jdaasoc who wrote (65810)	2/12/2001 3:13:19 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

I am starting to see low cost Tawainese importers quoting and selling P4/RDRAM based solutions Doesn't it seem early in the ramp for P4 to be showing up in those channels? In addition to DELL, Compaq, HP, Gateway and IBM selling them direct, you also have the major discount stores, (ie: Sams Club, CostCo, BestBuy, Walmart, Staples, Circuit City, etc), offering the product. According to Intel there will be approximately 1 million P4's sold this quarter. (Constrained by the DRDRAM ramp?) The five major makers I mentioned only need to sell an average 67,000 units each per month to consume that. JMHO's