Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: niceguy767 who wrote (66760)	1/1/2002 4:22:05 PM
From: Monica Detwiler	Read Replies (1) \| Respond to of 275872

nicegy767 - You posted Word comes from a medium sized reseller in the USA that so far it has only been able to obtain one Pentium 4 2.2, with 512K cache, in the bright and shiny box that appeared in Japan between Yule and Hogmanay." Can't be true, can it??? Another INTCY promise about to fizzle??? " Unlike AMD, Intel is not restricted to the gray market resellers to sell their processors. As the article you quoted said, he was referring to only one reseller. Intel, on the other hand, has PC OEM customers such as HP, Compaq, Dell, IBM, Gateway and Sony - and Intel must sell to these large OEM customers first. That is where the initial volume will most likely go - for the simple reason that the vast majority of customers buy completed PCs - as opposed to the AMD business plan of relying on hundreds of geeks to go out and cobble together some kludged-up systems based on scraps of components salvaged from various dubious resellers. Tell you what, niceguy767, on January 7 do you think you will be able to buy in a retail store an Athlon 2000+ PC from Compaq or HP - or a Pentium 4 2.2 GHz from Dell, HP, Compaq or Sony? What do you think the likely outcome will be? Monica