Jonathan Joseph heeft op de site van JC een artikel gepost met een analyse van de leverbaarheid van AMD en Intel processors. Volgens zijn informatie is er door dalende prijzen - in afwachting van de Intel prijsverlaging volgende week - momenteel een toenemende vraag naar Pentium III processors. Inmiddels zijn er al diverse rapporten die een nieuwe periode van PIII leveringsproblemen voorspellen. Afgelopen vrijdag schreef The Register hier ook al over:
Last week's checks of the processor landscape found strengthening demand for Pentium-IIIs as prices held fairly steady considering a scheduled " price move" is in a week. We believe these cuts on April 24th, to both the P-III and Celeron lines, should average around 15-20%, in-line with historical averages. Last week, the average delta to list price for processors fell from a 3% premium to parity, though most of the drop was in the higher speed grades. In fact, the most popular processors, the P-III 550 and 600, actually appreciated 3% on average last week.[...] On the supply front, many brokers are once again complaining of a shortage of Intel P-IIIs. In recent weeks, supply had improved, as it began to about a month ago at the OEMs. Some attributed the return of tightness to strong demand, while others pinned the blame on continued manufacturing issues at Intel. More than one source anticipated another shortage of P-III processors lasting into the summer months. OEMs, however, still seem to be getting adequate supply. We believe the shortage is demand, rather than supply, induced. [break] De Athlon verkoopt ondertussen goed en heeft bovendien een probleemloze leverbaarheid: [/break] Trading in AMD's Athlons remained strong last week with very good availability even into higher speed grades. This suggests to us AMD's manufacturing, and therefore yields and bin splits, are very good. We expect AMD to follow suit and cut its list pricing next weekend, slightly higher than Intel.
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