SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Goutam who wrote (80020)11/16/1999 11:59:00 AM
From: Charles R  Read Replies (1) of 1570744
 
Goutama,

<Wow..., you can read lot of things into the comments like -

o confluence of factors
o we're scrambling
o Intel always faces "exciting issues" when it switches to a new manufacturing process
o We need more maturity ...
o having technical difficulties producing the chips ...
o as well as disruptions caused by the recent earthquakes in Taiwan

I'm not familiar with this type of business talk - can you guys translate above comments for me, please ;o) >

It is interesting that your post followed the PriceWatch update from DARBES. In any case. I still feel comfortable that Intel will do about 3Mu CuMines this quarter. I have said this before but let's put things in perspective:

Based on the way the industry is moving to lower ASP systems, I think that that demand for the top 3 speed bins will constitute to 20-30% of the market for the quarter. This puts the quarter requirements at 6-9Mu. 3Mu CuMines and 1Mu Athlons leave 2-5 Mu of unsatisfied demand at the high end. AMD could have had a humongous opportunity for this quarter had they nailed down the infrastructure issues a while back. That's a pretty big lost opportunity.

In any case, this development is VERY positive to AMD because at least some OEMs will see Intel as an unreliable supplier and hedge their bets by giving some business to AMD.

Continuing to looking forward to a golden year.

Cheers,
Chuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News