Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim McMannis who wrote (79086)	11/9/1999 1:06:00 AM
From: Process Boy	Read Replies (1) of 1573092

Jim - <What exactly is a "demand crunch"?> You have got to be kidding! This is a silly question. Intel is able to produce x amount of parts. Demand is y. If y is somewhere equal to or bigger than x, there is a demand crunch. To meet demand, Intel has to increase x to something closer to the value of y. <Sounds to me as a candy coated "supply shortage". Perhaps a shortage of .25u P-IIIs and Floppermines...Was this specified?> Yes it was, clearly. I am talking .18. I'm getting tired of this. I have said that the original production schedule is being met or exceeded, and that this is evidently not enough to meet unforecasted initial demand for Coppermine. Intel has commited to meeting this unfulfilled initial demand in an overall fashion by the end of the Q. <Never th less...there seems to be a big time shortage of Floppermines/systems> I don't know what the situation with the parts are once they leave the door. <What does this do for ASPs this Q?> If Andy Bryant doesn't comment on this, I'm certainly not. Call up Intel Investor relations with your questions. You're a stockholder, right? PB

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next