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To: kapkan4u who wrote (116839)3/10/2004 2:10:00 PM
From: HULARespond to of 275872
 
Except P4EE/Prescott, when is Intel's new product release last time?



To: kapkan4u who wrote (116839)3/10/2004 4:36:47 PM
From: THE WATSONYOUTHRead Replies (1) | Respond to of 275872
 
Didn't Mr. Bryant explain the larger CPU inventory at the end of Q4 as being the result of the transition to Prescott? Did anybody check the dumpsters lately?

Yes.... I think I heard him say they had to inventory a large number of .13um P4s because they were not sure when/if Prescott would ship. Maybe Prescott is in more trouble than we even know. Does anyone sense an Intel move of Dothan to the low end desktop? Don't know if/how they could still demand such premiums for mobile though. Anybody??

THE WATSONYOUTH



To: kapkan4u who wrote (116839)3/10/2004 5:00:56 PM
From: PetzRead Replies (2) | Respond to of 275872
 
Hey, thanks for checking with DELL. There was a story in the Inq about a new stepping that wouldn't be in "the channel" until May. That kind of fits with DELL's "no Prescott until mid-April" timescale. And its hopefull thinking, in my opinion.

Petz


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