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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (93023)2/14/2000 2:48:00 PM
From: tejek   of 1581202
 
Ted this statement makes no sense whatsoever. First off MHz did not sell all AMDs processors in Q4. Second what does Intel's exact reason for undersupply have to do with AMD's inability to sell all their product, regardless of MHz? Are you saying once we know the exact reason then AMD will be able to sell all their processors?

EP, so long as you come from the place that a sold out vendor is the more competent one, there is very little reason to argue with you. It is my contention that the capable vendor on top of its game plans ahead so that it has an adequate supply of product for its main customers and a reasonable amount of excess inventory to satisfy increased demand should it arise. Given these parameters, clearly Intel is not the quality vendor.

Further its your contention that demand was so great at Intel that it sold out. There are others who contend that Intel's production capabilities were lacking this past quarter. Without knowing which is the real reason for Intel's shortage of chips, it is very difficult to evaluate whether AMD's surplus indicates a demand problem for AMD's products or not. However I still contend that the inventory at the end of Q4 was normal for a company executing well. And I believe that Sanders has vindicated my position with his upside preannouncement for Q1 this past Friday.

Why you continue to go after AMD and not Intel on these issues is beyond me. I think you should be more concerned with the state of Intel. After all, its not AMD that is screwing up all the time.

ted
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