Intel on the ropes
First we saw Intel announce the PIII 733, 750, and 800 CPUs to keep up with
AMD. Then we witnessed
price cut after price cut from Intel in an effort to keep its momentum.
Evidently, it wasn't enough.
Intel can't deliver its PIIIs; supplies will be "especially limited" in
February according to a letter
to its channel partners.
Intel's recent price cuts will then be eliminated
supply and demand take over.
In addition, The Register is reporting
has added a
933MHz PIII in its roadmap for May and is rushing the
of the Pentium IV (aka Willamette). Finally, we have evidence
from Intel executives themselves, as the likes of Andy Grove sell away about
800,000 shares of Intel stock worth almost $80 million.