X-bit labs

Started by: GET*REAL*MAN | Date 12/21/03

Comments: 1 | Last Comment:  12/21/03

[1-1]

1. Hi Andy,

Not sure where you live but I found your comments in the December 2003 Processor story to be completely opposite to what I'm seeing here in mid-America. For instance, NO retail P4 EE's were available for shipment to anyone prior to 12-18-03. Even Dell didn't have them and they only got a handful when they did get them last week. The gamer box makers also had a total of (6) EE's as many system builders will confirm. If you do a DealTime search you'll find THREE retailers who claim to have **some** EE's with a limit of (1) per person. Yet when I do an AMD FX-51 search on DealTime I find (21) resellers that ALL have FX-51's in stock without limits on purchase quantities.

So unless Intel shipped all of their EE stock to wherever you live, there simply ain't hardly any EE's in existence. The Inquirer has found exactly the same situation in Urrup. Since FX-51 eats the P 4's lunch including the EE, I'd say Intel is in deep shit and can't get up. The Inquirer has a story today where Intel is so distraught over Opteron killing Xeon sales overnight, that Intel is tearing up their roadmap to try and mfg. something to compete with Opteron in the MP enterprise environment, which use to be highly lucrative for Intel, until AMD sold 10,000 Opterons the past quarter...Word is it will take Intel at least until 2005 to come up with a competitive answer to the current Opteron.

And by the way 90 nano Opterons are sampling right now so things are only going to get worse for Intel in '04.

Randy

[1-1]