Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Steve Porter who wrote (73075)	9/25/1999 1:18:00 PM
From: Process Boy	Read Replies (3) of 1572145

Steve - <The second problem is, the market and investors will not look fondly on Intel if Intel's inventory starts to ballon to high levels due to 'holding back' CPUs.> I don't see it as that prohibitive. We're talking 7xx's here. Although I will stipulate yields are very good at the top speed, I believe there is plenty of time to crank out a load of 100 FSB locked parts, without that many sitting in inventory. The 133 FSB's would still most likely make it out by the end of the Q anyway. Anyway, just a thought. I'd certainly look into it if I were managing the situation (which I am not). Having more than one fab's output at one's disposal might give Intel some flexability in a situation like this, with a month to go to launch, IMO. What I am less sure of is the 100 FSB supporting infrastructure status, and the all mysterious marketing considerations. PB

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