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Politics : Formerly About Advanced Micro Devices
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To: enzyme who wrote (87534)1/16/2000 8:15:00 PM
From: Elmer  Read Replies (2) of 1572150
 
Re: "If Intel had managed their supply better many Athlon sales could have been Cumine sales. Intel isn't paranoid enough... else they'd be ramping faster... "

Brilliant enzyme. Intel had all time record sales and all time record profits. They shipped more processors then ever shipped in history. The .18u process is the fastest ramping process in Intel's history and you figure this means poor management. Intel said at the beginning of Q4 they were running at full capacity. As AMD has shown with Dresden it takes them over 3 years to get a fab into production. By your reasoning, Intel made their management mistakes over 3 years ago when they didn't start a new fab because that's the only way they could have produced more processors or chipsets or flash or all the other products that were capacity constrained. They made all they possibly could enzyme and it takes years to build a new fab. Nobody can plan perfectly 3 years out in time in a unstable market such as is the semiconductor market.

Why didn't AMD take up all the slack? AMD is not running at 100% capacity? Why if demand is unfullfilled? It's because of MotherBoard constraints I hear the apologetic AMDroids cry in unison. Why aren't you criticizing AMD's management for that blunder?

IMHO your analysis lacks understanding of the business. You'll fit in perfectly here with the AMDroids.

EP
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