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To: pgerassi who wrote (63340)	11/11/2001 12:03:20 AM
From: milan0	Read Replies (2) \| Respond to of 275872

Pete re: "The fact that P4 in certain speed grades is sold out leads to three possible conclusions:" All your conclusions seem to imply Intel's production shortfalls. Could it not also be that demand is higher than anticipated? In this article: ebnews.com Channel sales boom as Intel focuses on smaller users I find that: "In a call with financial analysts, Intel last week reported that its sales through distribution grew 46% in the third quarter, compared with the year-ago period. Sales through the channel accounted for 24% of Pentium 4 shipments and will account for 40% in the fourth quarter, the company said." On the other hand, maybe big business is just ignoring the P4 (too big, too noisy, etc): ""We're seeing a market-share shift from the large PC OEMs to the white-box manufacturers worldwide,” said Eric Rothdeutsch, an analyst at Robertson Stephens Inc. in San Francisco. " There are so many divergent points that I don't know what to think of Intel's sales this quarter. Mike