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To: Dan3 who wrote (64669)11/30/2001 8:38:20 AM
From: combjellyRespond to of 275872
 
"Sounds like a yield problem. Orders accepted but not fulfilled would have had wafers targeted for them."

Not necessarily. Intel has a habit of selling to the highest bidder, despite existing orders.



To: Dan3 who wrote (64669)11/30/2001 11:13:06 AM
From: AK2004Respond to of 275872
 
Dan
my take was the same as yours - yield problem. There were some indication of that for a while already as intel was pushing toward higher frequency for higher margins. (and to push commercial sector into upgrade mode)
Regards
-Albert