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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (108259)4/28/2000 2:15:00 PM
From: Tenchusatsu  Read Replies (1) of 1573848
 
Petz, <Tench, why does Intel say it will catch up with demand in the 2nd half? Seems to me with large die cores ramping (Willy and Itanium), they will be hard-pressed to maintain current output.>

I think currently Intel is barely able to meet demand. My fear was that by the time Q3 and Q4 roll around, Intel would then face the opposite situation: more production than the market can handle. At least that fear of mine has so far proven to be unfounded.

All I know is that Intel still has a lot of ramp-up planned for the rest of this year.

<Or are they just assuming they'll lose market share to AMD?>

I think that's the last thing Intel wants to plan for. Although some people would like to have a stable duopoly, I think Intel is competing for the whole enchilada, not just 70% of it.

Tenchusatsu
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