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To: andreas_wonisch who wrote (64592)	11/29/2001 1:47:43 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 275872

Andreas, Thanks for the link. Eric Chen of JP Morgan should be taken out, stripped, bound, and bull whipped. Then let back into his office where he can transfer the money collected due to his erroneous and unsubstantiated report. Pravin.

To: andreas_wonisch who wrote (64592)	11/29/2001 1:47:52 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

Andreas <Bear Stearns> but intel may have some problems as it fails to deliver on some orders Also a note about potential shortages from clones. Same source as JPM? :-)) Regards -Albert 08:39am EST 29-Nov-01 Bear Stearns Focus of the Day Supply of Pentium 4 Tightens. An Intel spokeswoman, Evia Shum, said the company may not fulfill orders for certain models of Pentium 4 processors. Intel had anticipated this supply tightness last month, and believes it is normal for a new CPU rollout. Intel is now shipping more P4 than Pentium III. There are reports of P4 shortages in Taiwan, South Korea and China. Taiwanese PC component makers are also reported to have complained of shortages of Socket 478 P4 for almost two months, and some believe that this will allow Intel to offload its Socket 423 P4 inventory. There is also speculation that Intel wants to push the higher-end P4 such as the 1.7-GHz. We spoke with Micro-Star (2377.TT), a first-tier motherboard maker in Taiwan, and Acer (2306.TT); they both confirmed that Socket 478 P4 with PC133 or DDR SDRAM support, but not Socket 423 P4, which supports only RDRAM, is in tight supply. They also said their sales will be affected, though not significantly, as a result. While Micro-Star said supply of P4 has been tight for quite some time, Acer sees more tightness in supply in the clone and distributor markets because PC OEMs find it easier to access supply from Intel. We believe that the supply tightness is more prominent for lower-speed P4 models such as the 1.5-GHz. Both Micro-Star and Acer expect the tightness will be resolved toward late 1Q 2002.