Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (44391)	12/30/1998 9:40:00 PM
From: Bill Jackson	Read Replies (1) of 1585781

Tenchusatsu, To what degree is mighty Intel fab limited and thus unable to assure a deep stock of all CPU variants? This could explain the problems. How long is a production cycle from the instant they say "start making P-II 450 on 200 MM silicon" before those parts are boxed and ready to sell? This type of long loop is prey to shorter cycle demand varainces. I can see them trying to fine tune it so each part comes off the line as the money hits the bank, but that is impossible to achieve. I think some of these dryups and floods in certain Intel parts are due to marketing predicting a certain demand, for say the celerons, and along comes AMD and beats it to death. The higher end P-II 400-450 are not affected as much as intel thought they would be and so they have higher demand for them and a shortage while the celerons gather dust on shelves until the price gets cut to move them out the door. Will it fail to move them? Yes, IMO, as the Christmas plans are made and those boxes made and the decision on later boxes with the socket are not yet made and so some of those slot 1 celerons may well become motherboard orphans as many jump to the socket based one. Bill

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