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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (133702)2/27/2001 11:00:02 PM
From: tejek  Read Replies (2) of 1570954
 
Kash,

We were chatting about wafer foundries and capacity in general.

Here's some scary info from Altera's conf call:

8 months of Inventory!!!!.

And Altera is either TSMC's largest or second foundry customers.

Kash,

I know everyone has inventory although 8 mos. is unbelievable. This can't be due just to demand dropping off. Everyone must have been double ordering.....so every single chip maker and optical supplier must have been working overtime for months to produce components only to get saddled with them.

If Altera is truly representative of everyone, we are screwed. And why was Altera saying a month ago that things were improving....with 8 mos of inventory, they should have kept their mouths shut.

ted
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