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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Teri Skogerboe who wrote (20708)	6/24/1998 2:33:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

>>Re: the "report" from Robbie Stephens on Pentium 233 and Pentium II 400 chips being "on allocation"... That does not seem consistent with recent price quotes on INTC's chips. And the celery chip has a typo, it must mean ~ $98.00... Makes me wonder if BARS needed to sell some stock? (But those brokerage firms don't do that stuff, do they? -g-)... Just me speculating, but I find the report from BARS very hard to believe. << Even if true, the report doesn't necessarily indicate strong demand. Since these are the fastest variants of both chips, the allocation could also indicate weak parametric yield: the process isn't creating as many fast chips as the market wants. See AMD's problems meeting manufacturing targets for the K6. I certainly haven't seen any signs of life in the PC market, so don't think the allocation (even if it exists, which I doubt) is demand driven. Katherine