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: Buckwheat who wrote (36127)	8/16/1998 7:58:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1571685

Buck, RE" Jim, I visited two custom builder shops this week-end in Atlanta. These shops have 3m and 5m in sales annually. The impact thus far with them (as a consequence of low inventories of Pentium MMXs and 233, 266, and 300 PIIs) has been higher sales of 266 and 300 K6s and K6-2s. The Celeron currently has a bad reputation with the custom builders and accounts for about $0 in sales at the shops in my area. This is something that Intel can probably overcome in time with the Celeron A becoming available to the custom builders. Intel might not have near the problem in selling IBM, CPQ, and HPW since their customers are probably less knowledgeable about specific computer hardware. I'm not sure that everyone fully understands the ramifications of the current and near-term shortages of Intel processors though. The shortage has nothing to do with a turn-around in CPU demand and likewise has nothing to do with an increase in demand for Intel CPUs. These shortages are for products the customer wants that Intel is unwilling or unable to produce (Pentium MMX 200 and 233 and PII 233, 266, and 300). The spot market price of these CPUs is further evidence of consumer demand for these CPUs. What Intel has told customers is that .35u CPUs are on the way out and they are shifting all production to .25u. If you want 300 mhz or less then you have to buy the Celeron or an alternative processor. If you want 333/350 mhz or above then you have to buy the PII processor. Additionally Intel is telling customers that they (Intel) require more lead time regardless of what type processor, or you (the customer) will risk having to buy an alternative processor." Great post. That's exactly what I was thinking. Intel is producing chips that a lot of people don't want and stopping production on chips they do want. There lame excuse will be...if you want a Pentium II you're going to have to whip out the big bucks and buy at least a 350. If you want a Pentium II-333-300-266 or 233, it's "sorry charlie" but you have to buy this here "Celery A" chip that we designed especially for you po' folk. If you want a PentiumMMX-233...it's "sorry charlie" all over again. Go find one on the open market for $165! This after about half of the chips Intel sold last quarter were PentumMMXs! Jim