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Politics : Formerly About Advanced Micro Devices
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To: A. A. LaFountain III who wrote (107003)4/21/2000 9:56:00 AM
From: Elmer  Read Replies (5) of 1573902
 
Tad -

"Qtr Raw WIP Finished Total

3Q99 204 840 582 1,626
4Q99 183 755 540 1,478
1Q00 228 802 532 1,562 "

Without column headers it's not clear what these numbers mean. How about telling us what the columns mean?

Re: "Given that the management had been talking about a strong second half for all of last year, why were operations so stessed to meet a typical ramp in demand?"

Tad you know it takes 1-2 years to build and bring online a modern fab, unless you're AMD and then it takes 3-4 years. Just what do you think could have been done in 6 months time to increase capacity? You're good at criticizing but short on workable solutions.

Re: "why did a company with $20B+ of cash and securities that has been talking for quite some time about a market that it expected to grow to 100MM servers connected to 1B PCs fail to invest in property, plant and equipment in 1998-99"

I think you answered your own question already before you even asked it. As you stated above, Intel didn't forecast the jump in demand until 1999 so you are criticizing them for not starting capacity expansion in 1998? I don't think your argument is well thought out. You miss the obvious and overlook the significance of your own statements. You have yet to show where Intel could have improved their capacity planning short of a better crystal ball. Unlike you they didn't have the benefit of hindsight.

EP
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