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To: Pravin Kamdar who wrote (80049)	5/14/2002 12:06:55 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 275872

Pravin, Re: "For the last couple of weeks, all the P4 machines advertised at retail were in the 1.6-2.0 Ghz range. Combined with the Pricewatch data, there does appear to be a problem with production at Intel." It's also the second quarter after the Northwood launch, and volumes for the quarter probably won't be more than a quarter of total production. Since all speeds 2GHz and greater are Northwood, that puts volumes of those CPUs at probably 6M. Most of those are obviously going to be at the 2.0-2.2GHz range, and you are already seeing those in retail. I saw several 2.2GHz machines, and a 2.4GHz machine at Fry's this past weekend. 533MHz FSB CPUs are gated by availability of 533MHz enabled i845 chipsets, which haven't been launched yet, so you won't see many volumes of those. To me, production seems to be on schedule, or perhaps a little ahead of schedule, since the 2.53GHz launch was indeed early. There may be other early launches as well. Edit: Also, a large percentage of laptops seem to have already transitioned to Pentium 4-M (launched 2 months ago), which is built off of the Northwood core. Be sure to figure those into the equation as well. wbmw

To: Pravin Kamdar who wrote (80049)	5/14/2002 12:29:58 PM
From: andreas_wonisch	Read Replies (1) \| Respond to of 275872

Pravin, Re: no more price cuts from Intel Good point about bin-splits. If (and that's a big 'if' IMO) this report is right that would also mean that Intel had to introduce the next P4 in Q3 above the price of the current 2.53 GHz P4 ($562). And that would only make sense if there was a) much demand for >$600 desktop processors or b) few >2.53 GHz P4s to sell. Since Intel isn't confident about the first (at least judging from their last CC) it looks to be the second. This would also explain why there aren't any 2.53 GHz P4s available in retail. Andreas