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Politics : Formerly About Advanced Micro Devices
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To: Jim McMannis who wrote (90010)1/27/2000 2:40:00 PM
From: Elmer  Read Replies (2) of 1574289
 
Re: "Are you saying Intel wasn't smart enough to add capacity in advance or maybe they just had too many problems and couldn't get up to capacity?"

How does one add capacity? You don't just order it from the Sears catalog. You build a new fab and as AMD has shown that can take years and years and years and .... Well you get the picture. So how would Intel just add capacity from one quarter to the next? You can't just contract it out because Intel's products are finely tuned to Intel's own process and nobody else runs it.

EP
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