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Politics : Formerly About Advanced Micro Devices

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To: Bill Jackson who wrote (92310)	2/10/2000 7:53:00 AM
From: Process Boy	Read Replies (2) of 1573092

Bill - <So let the dice fall where they may and admit Intel did in fact release a part that they could not ship, because they did not ship it.> I personally don't mind critical analysis, as long as the analysis has the correct inputs. The volume of 800's was constrained by insufficient capacity to meet demand. They were and are, in fact, shipping. The capacity issue is being addressed as part of due course on an incremental and planned basis. If you want to say that Intel screwed up by not having adequate capacity online for P858, I personally would not disagree. Also, as I have stated numerous times, the original P858 technology delay disclosed last summer certainly induced a "snowball" effect on the capacity situation going forward. However, I believe these situations are about to reach the "correction" stage. Still, the effect that these conditions have induced has allowed AMD a huge market opportunity to fill the supply chain with a product that is competitive. The fact that the 800 supply is starting too ease just about when Intel said it would indicates to me that P858 capacity ramping is proceeding. You might want to adjust your analytical models accordingly. PB

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