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Politics : Formerly About Advanced Micro Devices
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To: Eric K. who wrote (116166)6/18/2000 7:10:00 PM
From: tejek  Read Replies (1) of 1574680
 
Eric

For a company that has a reputation of not delivering high speed parts in volume to release a new product and then keep two weeks of inventory, while repeatedly stating that it has plenty of product available obviously implies a problem with demand, rather than a conscientious and deliberate effort to make it clear to the market that past problems with volume yielding are gone.

You come to some strong conclusions without a lot of evidence to support them.

Given this lack of demand and the excess of 1 GHz parts being sold (after all, a 1 GHz part sold in Wal-Mart is worth less money to AMD than a 1 GHz part sold through Gateway's Select Small Business Line and clearly indicates an excess of supply),

Maybe it indicates a lack of demand on the corporate level...no surprise there. However it does not indicate a lack of demand on the retail level.

it is obvious that AMD's not launching the Thunderbird at > 1 GHz indicates that Dresden has not improved binsplits, and certainly does not imply that that AMD wants to avoid creating demand that it cannot meet by migrating binsplits to a point so much higher than its competitor that overall product demand exceeds its capacity.

In a marketing war as in any war, the good strategist doesn't release his/her big guns in the first or second or third battle...he/she releases them when they can do the most good.

That may well be what AMD is doing with the T-bird; then again, it could be bad binsplits. There isn't enough evidence to prove either conclusion.

However the analysts are saying things are fine at Dresden, binsplits are good. The only way they would know is because that's what they are being told by AMD. And I don't think that AMD would risk lying to the analysts at this stage of the game.....AMD has come to far to make this kind of mistake.

Do you?

ted
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