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

To: Joe NYC who wrote (123986)	6/17/2004 9:38:16 AM
From: DRBES	Read Replies (1) \| Respond to of 275872

<Font color=red>Intel faces severe supply difficulties on Pentium Prescotts Some LGA 775s virtually unobtainiums for months, claim ...One reviewer told the INQ: "I have never seen such a half-assed launch in my life from ANY company. EVER. If it was just us you could say it was bad luck or deliberate, but there are a LOT of other sites hammered like this...." theinquirer.net

To: Joe NYC who wrote (123986)	6/17/2004 9:38:35 AM
From: Plissken	Respond to of 275872

Jozef, I'd be surprised not to see "backwards compatible" speeds on 939. Apart from providing some overlap to smooth the transition of platforms it would offer an opportunity for box makers to get out the "new" 939 systems at attractive price points. I am quite sure there's a little bit of a price differential to be paid for the new boards that could be compensated with a cheaper/slower CPU. I agree that the narrower the overlap, the better bin splits must be, though. No reason to backfill if you can as well sell something at higher ASPs. Intel certainly opened that window of opportunity for the time being.