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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (124422)9/22/2000 1:02:47 AM
From: tejek  Read Replies (1) of 1578105
 
ted, how can these idiots all be saying the problem is weak European demand, when Intel has been steadfastly maintaining that they couldn't make enough chips?

The truth is there are too many low speed Intel chips and not enough high speed ones. Guess who has the high speed chips.

Petz,

I have been confused over this issue for several months. I could never understand how the supposed shortage of chips was leading to ever lower prices. Things did not make sense.

I think what happen is that Intel kept increasing its chip output from the 1st of the year while customers were doubling up on their orders; then suddenly when production appeared to be equilibrium with demand, customers began to cut back on orders. I think that may have happened in mid summer and Intel was hoping that back to school would eat up what was becoming a surplus.....but back-to-school demand just wasn't there.

However, the million question is where is AMD in all this....that's what I would like to know.....clearly they had some surpluses because they were cutting prices worst then Intel. However, the lack chipsets (for the Durons) may have turned out to be a blessing in disguise....they may have had to slow Duron production due to lack of chipsets. Their European sales may have been better than Intel's because AMD's chips did not have to deal with the Euro/Dollar cost problem. BTW did you see the article I posted re foreign sales and where AMD and Intel
are in the ranking?

In any case, so much for the argument that the lack of infrastructure hurt AMD in Q3.

Any thoughts?

ted
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