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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (107184)4/21/2000 10:53:00 AM
From: hmaly  Read Replies (2) of 1573852
 
Elmer Re..<<<<<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. >>>>>>

Elmer, you are so busy spreading fudd you can't seem to even put a coherent post together. If Intel knew an expansion was coming, why not start building a new fab two yrs ago, so when the sales pick up, Intel would be ready. Intel had in fact started doing just that, but then decided to go cheap and save some taxes and ditched Forth Worth. In addition' when Intel started the price war and drove Cyrix and IDT out of business, what the hell did Intel think would happen. It hardly takes a genius to figure that one out. Another real astute move, similar to Rambus. Jerry at AMD however threw the dice and came up 7s. Dresden is coming on line because of Jerry's bet the company gamble, which will pay off handsomely. Many here criticized Jerry at that time; but look who is laughing now.

As far as this crystal ball thing you have; all companies hire planners who's job it is to do just that; take an educated guess, and make plans accordingly. AMD did precisely just that, why didn't Intel?
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