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


To: Dan3 who wrote (66475)12/28/2001 4:17:32 AM
From: survivinRespond to of 275872
 
Intel: Confident of resolving P4 shortage in 1Q 2002

Why can't intel give some real numbers instead of this tired old line?

According to Intel, its shipments of P4s in the third quarter was four times the amount in the second quarter, and the figure has doubled in the fourth quarter.

Charles Chou, Taipei; Christy Lee, DigiTimes.com [Friday 28 December 2001]

digitimes.com

Jason Chen, Intel’s general manager of Asia-Pacific Operations, said that the current shortage of Pentium 4 processors is expected to be resolved in the first quarter of 2002 with the company’s increasing production capacity.

The higher-than-expected demand for P4s has been the main factor behind the shortage, said Chen. When the P4 processors just hit the market, Intel’s target to replace the Pentium III with its latest processor line by the end of 2001 was generally regarded as overoptimistic. However, with its product strategy and strong price promotion, Intel apparently achieved the goal.

According to Intel, its shipments of P4s in the third quarter was four times the amount in the second quarter, and the figure has doubled in the fourth quarter.

To fully meet the demand, Chen said that Intel will boost P4 shipments in the first quarter of 2002. He would not reveal by how much more Intel will enhance production, but said that the company is confident of resolving the shortage in the next quarter.

When asked about the possibility of overbooking in the market due to the previous shortage and the potential effect if Intel increases its processor shipments, Chen said that the overbooking problem is not unlikely given the complexity to predict real market demand. However, according to his understanding, the inventory level of the company’s clients is rather low at present.

Besides P4s, Intel’s 845 series chipset shipments have also been better than expected. Shipments of the new DDR-based 845 B0 chipsets have now exceeded those of the 845 A3, as the latest chipset is able to support both SDRAM and DDR SDRAM platforms.

Considering the continuing demand for the old Socket 423 P4s and 850 chipsets, Intel said that it will keep manufacturing these two products in next year as well.



To: Dan3 who wrote (66475)12/28/2001 8:39:38 AM
From: niceguy767Respond to of 275872
 
Dan3:

"Exactly what you said about the coppermine 2 years ago and the 1.13GHZ PIII later.

We'll see how it turns out."

Nothing changes...For 2 years the swarmers cry has been INTC some-time-in-the-future-if-ever...In the meantime, AMD's marketshare has grown from mid teens to mid twenties and is currently gaining momentum...Playing they're some-time-in-the-future game, Hammer will drive a stake thru INTC's heart!!!