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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (89853)1/26/2000 10:11:00 PM
From: hmaly  Read Replies (2) of 1574125
 
Elmer.. re<< Definately not enough, they shipped the most in history and it wasn't enough >>

Elmer I feel you are trying to be disingenuous with your "most in history" story. Of course. Name me one year in Intel's history when they haven't been able to ship more chips yoy. The computer industry has seen phenominal growth the last 20 yrs. The problem is that Intels growth in shipments went from 30.5 to 31.4 chips 3q to 4q 99. which is about 3% increase in quarters where you would normally see 20% plus increases. So even if Intel hadn't downsized to .18 um Intel should easily have been able to increase shipments by 3%. By downsizing to .18 um Intel with comparetive yields should easily have been able to increase production by 10% even with only one fab at .18. I am not certain you have heard of this, but most companies have a new thing called "inventory which is used to supply parts during busy times or changing lines etc. In addition Intel may have shipped the most chips for a quarter, but the shortage in chips was in the high mhz chips which would indicate a yield problem with high mhz parts. Do you really believe Intel down binned their 800 mhz chips worth $800 each to a 600 mhz chip worth $250 each when there was a shortage of 800 mhz chips. All these things indicate something is rotten in Denmark. I don't know what but something.
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