Harry,
<How do you know that.>
Because you can't turn back time. What is lost is lost.
<First of all, whether AMD introduced the Duron July 21 of August 21, the chipsets and motherboards weren't ready until now, so AMD COULDN'T HAVE MADE THOSE SALES EARLIER PERIOD.>
That is the problem.
<Maybe you can argue that AMD paper launched the Duron, just like Intel paper launched the 1 ghz. >
Just "may be"? How would you argue?
<Fine, but don't tell me that AMD somehow, mystically, could have produced the chipsets and motherboards in a shorter time. >
Good planning beats being mystical. Planning at 1 AMD place was screwed up.
<Think about it. How many 1 ghz sales has Intel lost by paper launching their 1 ghz. None, because Intel didn't have them to sell. >
Think about it. Unlike Intel's 1 GHz PIIIs, AMD had Durons to sell.
<As long as AMD has sold out all that they can produce, whether you sell them one wk. or the next will not make a difference, as you are selling everything that can be produced. >
So, tell me, has AMD made up for all the Athlon sales it has lost since the launch because of infrastructure issues?
<With all of the rave reviews Duron has gotten, once the infrastructure is there, the sales will be there.>
Once the problem is fixed, could you retroactively ship those to Q2?
<Where are you getting these figures? >
My estimate on what the sales could have been if the low-end sockets weren't lost to Celeron.
<If AMD has sold out every athlon chip that AMD has produced, AMD's production rate is the limiting factor, not whatever figure you want to make up. >
Unbelievable! So, you think AMD has sold out every Athlon/Duron chips it manufactured in Q2?
<As far as revenue, it is possible that the extra sales, and higher ASP's of Athlons over Durons possibly made up the difference. >
Possibly? I suggest you check out Q2 numbers to get a dose of reality.
<As a businessman, I do know that whether you sell a product, or put it in inventory, it counts as a asset on the bottom line. >
What business are you in? I am not aware of any business out there that might want to put the product in inventory instead of selling it. May be I will find one today?
<I also resent people who think they are so perfect, that if only "I" was running the company, "I" would have made sure etc. >
Since you say you are a businessman, do you resent people that keep making the same mistake over and over and over again? Or do you support them?
<What a crock. >
I tell you what is crock. Claiming to be a businessman and saying that product going to inventory is the same as product that is sold.
<Nobody's perfect, not even you.>
Now there is something we both can agree on.
Chuck |
