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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (96684)3/3/2000 10:38:00 PM
From: Bill Jackson  Read Replies (1) of 1575192
 
Elmer, Without AMD we would still be using Pentium 100 at $500.
There is no doubt that AMD expanded into the parts vacuum left by Intel. Intel made so many bad parts there was a shortage of good parts and AMD entered that niche. Do not forget the sea of chip set parts that had to be destroyed....all of those took fab space and yielded only costs as well as displacing CPUs from that space.
If Intel had made good CPUs in all the fabs there would have been no shortage at all.
Do not forget that Intel has a complex mix to juggle. It was late in the production day that the 820 and rambust problems happened and a crash program that took many fab slots in parallel to get those chip sets replaced for Dell et al. There would have been little sense in making CPUs with no chipsets, so Intel had to make a bubble of chip sets and then reduce that bubble and make more CPUs in a coordinated manner so that they balance at the end and Dell has 1 chip set for each CPU.
There is a big story behind this that may get printed one fine day.

Bill
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