Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 209.12

+0.7%

3:59 PM EST

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To: Scumbria who wrote (12070)	10/8/2000 1:42:50 PM
From: Paul Engel	Read Replies (3) of 275872

SCUMbria - Re: "Elmer told us months ago that Intel was shipping as many 1GHz parts as AMD. He was off by a full order of magnitude. Now you are weighing in with the same line." Elmer, I believe, was reacting to the Intel wafer fab manufacturing levels at that time - and probably ignored the fact that the wafer starts in question would not result in saleable PCs - with 1 GHz Pentium IIIs - until 8 or 10 weeks of Fab, 2 or 3 weeks of assembly - 1 or 2 weeks of test - and 2 to 4 weeks of shipment/building to customers (OEMS) and re-shipments to retail outlets - had to occur. In other words, there is a long pipeline in the manufacturing/test/sales/assembly/shipment, etc. that Elmer didn't account for. Intel, as many of the AMDroids often note, is a huge ship that moves at a fixed - and sometimes very deliberate - pace.

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