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Politics : Formerly About Advanced Micro Devices
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To: Cirruslvr who wrote (93030)2/14/2000 3:14:00 PM
From: Elmer  Read Replies (1) of 1575722
 
Re: "You can be picky about my interpretation of the above sentence or you can tell me why it is taking so long for the supply problems to be "smoothed" out."

OK if I do both?

First he said they would be smoothed out next month. They are still better this month but the supply will continue to improve.

Dell and Gateway now say their lead times are down.

"Dell and Gateway say that lead times for the 800MHz Pentium III chip are down from as many as 30 days in January to eight to 10 days now. The chip, they say, is ingreater supply now than in previous weeks."

dailynews.yahoo.com

This indicates the situation is improving although there is still backlog.

#2 Why does it take so long to catch up? I hope this doesn't just go in one ear and out the other but Intel has been running at full capacity. They sold a record number of processors last quarter and they are adding to that in Q1. No new fabs have come online in Q1 so the added availability of CuMines must come from conversions that are just now making it thru the factory. It does take a couple of months from wafer starts to customers shelves. What you are seeing today is from wafer starts back in December or so. For all we know Intel may have 1 GHz parts flowing thru the factory as we type, only to be seen down the road. Same goes for AMD. If Intel demo's a 1GHz CuMine this month it is not out of the question that this is production material. I believe AMD is close as well and may be a little ahead but all we have seen from AMD is an as yet non-production lab demonstration. It was impressive though.

EP
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