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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (85316)1/5/2000 11:05:00 PM
From: tejek  Read Replies (1) of 1571935
 
With customers screaming for anything they can get their hands on Dresden is just sitting there burning money. It's a year late and counting. What's wrong there?.

EP,first and foremost, the customers who have been screaming are Intel's (read that Intel's and not AMD's) two first tier OEMs, Dell and GTW. AMD's OEMs have been satisfied.

Secondly, it has been reported over and over that Dell and GTW were simply trying to get the chips that Intel was contractually required to ship and not something beyond that.

Thirdly, shortages existed not only in the cumine chips but in component parts like the chipsets (items that AMD could not supply).

Fourthly, not once has any media publication said that pc demand was extraordinary. At best its been described as healthy. Now it seems to me that with the addition of 1 mil more chips (the Athlon) this quarter than last year at this time, this healthy demand should have been met easily.

Now I can't prove that Cumine's yields were poor, or that there was some other processing screwup on the part of Intel but neither can you convince anyone on this thread that Intel is bursting at the seams trying to keep up with demand. So chill with the Dresden this and Dresden that....and that it didn't do its part. That's all Intel swill and Elmer fudd. More evidence exists that Intel screwed up, than the whole world this year needed a pc by Xmas.

ted
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