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To: Dan3 who wrote (64731)	11/30/2001 11:18:07 PM
From: Bill Jackson	Respond to of 275872

Dan3, It certainly looks like there is a tight supply situation for some P-4. celerons are dead in the water. The Athlons seems to be in good supply and the OEMs are in larger demand. The real figure needed on their site is how many they have sold, or how many days supply that stock level is. Of course they might not want to share that data with their competition. Static numbers say little about how many are selling. If they get 2000 more each day of the part and sell 2000 a day it will appear static. One thing the huge excess of celerons make me feel they are in oversupply, and not just stocked in depth to satisfy large sales demand. Bill.

To: Dan3 who wrote (64731)	12/1/2001 8:50:25 AM
From: hmaly	Read Replies (1) \| Respond to of 275872

Dan3 Re.. Judging by inventory levels, and the fact that desktop 1800+ supply is good, they seem to be selling more high end Athlon MPs than expected<<<<<<<< While it would be nice to think these MP's are going into servers and dual systems, the reason likely is that MP's are not locked, and can be overclocked easily; and this has been pointed out by Anand's and Sharkeys.