CNET reports much the same thing, but adds that "AMD, meanwhile, has sold out of at least two versions of its Athlon chip this quarter." Whether that means they've sold out two speed grades of the chip or two whole product linessay, Athlon and Athlon XPI can't tell. CNET has dumbed down its copy to the point of incomprehensibility. Either way, Athlons are obviously selling well enough to be scarce. Some say it's AMD picking up customers Intel can't supply. But hey, maybe those customers are the lucky ones, since the Athlon XP is faster.
Financial analyst types are saying these problems are a sign of a big uptick in holiday buying. Others hint ominously at Pentium 4 yield problems. But it looks to me like a trio of planned conversionsfrom Socket 423 to Socket 478, from RDRAM to SDRAM, and from 0.18 microns to 0.13 micronsmeant Intel had to do a lot of fancy guesswork to keep the right mix of processors on the market. They missed.