Via JC kwam ik bij Silicon Investor posting van Salomon Smith Barney, met een aantal erg interessante nieuwtjes en geruchten uit de chipindustrie. Wat dacht je van een 1,4GHz Athlon tegen het eind van dit jaar?
Activity for AMD's (AMD, 1S) high-end Athlons remained strong with pricing flat week-over-week. At least in the gray market channel, AMD appears to have better availability of high-end 800MHz processors than does Intel.We hear AMD is on plan to ship a 1GHz Athlons in production volumes by the end of the second quarter, with the possibility of shipping in speed grades up to 1.4GHz by yearend. Low-end processor demand remains firm. Trading of low-end processors remained firm in the gray market last week with the average Celeron discount to list improving from 6% to 2%. [break] Verder wordt melding gemaakt van een daling van de 64Mbit DRAM prijzen en wordt in de posting interessante info gegeven over de PIII leveringsproblemen:[/break] Intel is assuring customers that availability should improve across the board by February 27, its next scheduled price cut. There were a couple of spot price indications in the market last week that suggested firmer, rather than weaker, demand. One was the behavior of processor spot prices following a price cut, or ˘move÷, as Intel calls them. In really weak periods, spot prices trade at a discount to list, and often fall ahead of scheduled list price cuts. Though prices were cut two weeks ago, they have been ˘sticky÷ in adjusting downward, and are still trading at a 4% premium to new list pricing, down only marginally from a 6% premium last week.