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Politics : Formerly About Advanced Micro Devices
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To: enzyme who wrote (87556)1/17/2000 12:32:00 AM
From: Elmer  Read Replies (1) of 1571943
 
Re: "Elmer, it is possible to attain all time production records and still leave money on the table. "

You have a talent for stating the obvious.

Re: "This money is allowing AMD to survive. If Intel did not want AMD to survive then they made key strategic mistakes. If Intel does want AMD to survive then they are executing flawlessly. I do not think Intel wants AMD to survive thus I think they have made key strategic errors in not having enough capacity to fullfill demand."

First off I think you are attributing superhuman powers to mere mortals. Intel does not have the power to direct the course of all things. Considering that Intel was (and still is) running at 100% capacity then there are only 2 possible mistakes their management could have made.

#1. Not having a clear enough view of the future when committing to building new fabs. Again I think you are expecting superhuman powers of prediction here and Intel is not superhuman. All they managed to do was produce more processors then anyone else in history. Still not good enough for you. So be it.

#2. Intel did not shortchange Compaq or HP or IBM to satisfy Gateways demand. Quite a predicament to be in. If they had borrowed from Peter to pay Paul, we would hear condemnation from the AMDroids that Intel punishes the companies who do business with AMD, in this case CPQ, IBM and HP, while rewarding the faithful, Dell and GTW. Having heard no such complaints from the infidels, we must conclude that Intel treated all customers fairly. A fact that annoys the AMDroids to no end.

Capacity was gone enzyme. Sold out in the greatest quarterly demand in history. If Intel failed to plan properly, just where did this failure occur? Was it in failing to commit to new fabs several years ago or failing to play a shell game with their customers? If you think they should have diverted more product to Gateway then who should Intel have shortchanged while still avoiding charges of punishing customers who stray? You have been quick to criticize but never specific. Just where did Intel fail?

EP
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