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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (90670)1/31/2000 5:01:00 PM
From: Petz   of 1576076
 
ELmer, re:<you are unable to grasp the meaning of "full capacity" and therefore cannot understand why full capacity would pose a restriction on increasing volume>

Well, Elmer and PB, would you believe MERRILL LYNCH (Joseph Osha)?

"The supply constraint issue is, we think, well understood already. Dell had planned to transition to Rambus memory in the latter part of 1999, but Intel's failure to supply chipsets supporting the architecture in a timely manner caused problems for Dell in an already-tight memory market. On the microprocessor side, Intel's delay in ramping the Coppermine reduced overall supply as Intel pulled wafer starts over to the low-yielding part - that hit Dell, which had committed to being at the leading edge of Intel's technology roadmap, especially hard."

Say it ain't so:

"Intel's failure,"
"Intel's delay" and
"the low-yielding part",

Intel Floppermine.

Petz
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