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Politics : Formerly About Advanced Micro Devices

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To: Joe NYC who wrote (105820)	4/15/2000 10:50:00 AM
From: Dan3	Read Replies (2) of 1570112

Re: Under these assumptions, where everything is sold out, why would only Athlon be sitting in the warehouse?... IMHO (your conclusions may vary) The market for computers is segmented into Business and Retail/SOHO. Most of the market is business (75%?). There are no Athlon offerings in the business market - yet. Had Intel been open about its supply problems, some of the tier 1 OEMs would have offered Athlons and those would now be sold out too. It takes time to qualify a "corporate" platform, and with Intel swearing to its customers that they were about to be buried in a flood of coppermines, everybody waited. It's hard to condemn Intel for screwing its customers and clinging to that market through a bit of prevarication (but then I voted for Clinton and tend to be more forgiving than most). Being cornered can bring out the rat in the best of us, but Intel has lost a lot of credibility these past few months. They've held back AMD some and bought some time, whether or not it was worth the price will not be known for some time. I find it hard to believe that with all of its FAB space and engineering talent Intel won't be able to solve these problems soon. But it does seem to have been going on for quite a while now, and as soon as one problem is solved another comes up. IMHO, Intel's corporate culture underwent a subtle change about 2 years ago. They have managed to ingrain some pernicious incentives that are causing them to select a defective solution that costs a little less over a functional solution that costs a little more. The "save some pennies with a lower pin count" thing making them stick with rambus is one example. Remember Paul gloating over how Intel's plastic flip chip technology would save them $5 per chip over AMD's robust and heat tolerant ceramic package? It sure has paid off so far, eh? Intel will certainly get it together eventually, but their customers aren't going to trust them for awhile. AMD is going to be guaranteed a position as a supplier for the near term, at least. AMD has gone from a speculation to a blue chip. Regards, Dan

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