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To: James Yu who wrote (2360)	11/19/1997 11:19:00 PM
From: James Yu	Read Replies (1) \| Respond to of 6843

To All, INTEL's TROUBLE! According to the source of Reseller News, the total microprocessors of October, 1997 are 43%(three-months average are 43%) available(wait for sales). If I am right, most of the microprocessors are Intel's chips, especially Pentium IIs. We know AMD doesn't have demand problem, so the 43% has nothing to do with AMD's K6s. From the price cutting, aggressive discount for quantitave buyers, and percentage sales of Pentium IIs, the evidence is very clear that Intel's has P IIs inventories problem (like I said, "truck load inventories."). I will keep track of November and December percentage available to post here. Base=172 Responding resellers in October 535 Respondents for three-month average Best wishes James