Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: The Prophet who wrote (35418)	8/2/1998 2:03:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1574879

I've heard the same thing. I posted a link to ESC technology (wholesale distributor) that had stated this. Gary Ng of Intel suggested that it might have it do with shipping delays in Hong Kong while others suggest Intel has been holding back on the Pentium II to promote the Celeron (makes no sense to me). Late June/early July, distributors stopped ordering Intel chips because they wanted to wait for the price cuts. Maybe Intel slowed production. Now that they are ordering, the pent up demand is outstripping supply. Then there was some kind of software program changeover at Intel. Who knows. All I do know is that there appears to be a shortage. Maybe Intel Sage, Paul Engel and check with some of his inside sources. All the while, AMD is pumpng K6s out like breeding tribbles.