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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Dan3 who wrote (154590)	1/9/2002 11:01:16 PM
From: semiconeng	Read Replies (2) \| Respond to of 186894

That doesn't explain the 3 million motherboards that were ordered and built for which the there were no CPUs. Sure it does, just take off those rose AMD glasses.. It doesn't say when during the quarter those boards were built. Many Many Many people expected Q4 to be a disappointment. It now appears that initial indications were that things picked up significantly more than anybody expected. Motherboard makers naturally followed suit. They began Q4 with down expectations, conservative attitude, and certainly conservative production and chip orders. By December (Ho Ho Ho) Things were looking much different than on October 1 (Intel Share price ~ $18.00). Motherboard OEM: Please oh please intel can you spare me some more P4's I'll take anything extra you can give me. Willamette, Northwood... Please Oh Please... Intel: Wassap With That??? You think I got some kinda water faucet, I just snap my fingers and more chips appear?? You said you wanted XX Amount, now you tellin me you want XX+++ Amount. I AINT GOT IT, Can ya wait ~ 10-12 weeks??? Motherboard OEM: Those Bstard intel pukes, they screwed me* Is that what you mean Dan? Semi

To: Dan3 who wrote (154590)	1/10/2002 12:51:39 AM
From: wanna_bmw	Respond to of 186894

Dan, Re: "Why would the OEMs order 15 million motherboards and 12 million CPUs?" 12 million CPUs was the number that Intel estimated at their third quarter CC (they said 2x the third quarter, and that was 6M). Who knows why motherboard manufacturers built 15M units, but they were seriously mistaken if they thought that Intel could magically turn out 25% more CPUs, all on a short notice. The surge in demand was quite unexpected, though Intel is making sure that they are better equipped later this quarter. That's when AMD really has to look out, since they won't have the benefit of shortages from Intel to maintain their ASPs. wbmw