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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (58294)	10/11/2001 10:25:09 AM
From: combjelly	Read Replies (1) \| Respond to of 275872

"Does anybody have any idea how there could be a shortage of P4s?" Darn good question. Several possibilities come to mind. 1) They are selling like hotcakes. 2) Selected speed grades are selling like hotcakes. 3) In an attempt to get decent numbers of 1.7GHz+, Intel had a production crash. 4) Some combination of the above. 3) is not impossible, AMD experienced this with the K6's and it looks as if Intel did also with the "notched transistor" attempt to get fast PIIIs.

To: Joe NYC who wrote (58294)	10/11/2001 10:43:41 AM
From: Dan3	Respond to of 275872

Re: Does anybody have any idea how there could be a shortage of P4s? Big die = low yields. But I don't think anybody dreamed they'd be this low... Meanwhile, given the continued presence of non-copper mobile parts, it looks like the simultaneous transition to copper and .13 hasn't gone real smoothly either.

To: Joe NYC who wrote (58294)	10/11/2001 11:10:39 AM
From: Road Walker	Read Replies (1) \| Respond to of 275872

Joe, re: Does anybody have any idea how there could be a shortage of P4s? My guess on both shortages is the inventory build of machines with XP, for when all the ads break on October 25th. With over $1B in ads scheduled, retailers will want to have plenty of units in stock. John

To: Joe NYC who wrote (58294)	10/11/2001 11:17:20 AM
From: Jim McMannis	Respond to of 275872

RE:"Does anybody have any idea how there could be a shortage of P4s?" 1. If this is true this is of Intel design by keeping prices of P-IIIs too high or dropping P-III production... (or possibly X-box taking a big chunk of the P-IIIs) 2. coupled with a lack of wafer real estate on the P4 due to the double die size. Jim

To: Joe NYC who wrote (58294)	10/11/2001 11:50:19 AM
From: kapkan4u	Read Replies (1) \| Respond to of 275872

<Does anybody have any idea how there could be a shortage of P4s?> There is no real shortage -- just look at PriceWatch. There is a Xmas and WinXP related overproduction of P4/SDRAM boxes underway. This house of cards will crash by the end of November. In addition, Intel is creating perception of shortages by putting parts on allocation, which creates panic and double booking. Intel routinely uses perception of shortages to coerce MB makers and OEMs into de-emphasizing AMD production. Kap