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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (63387)6/25/1999 5:01:00 PM
From: Process Boy  Respond to of 1571832
 
jim - <I just have trouble rationalizing why AMD would make 6M chips when they must have known they were only going to sell 3.7M...>

That's what makes this a bloody business. I'm sure AMD did not intend to overproduce 2.3 million units (to you're "they're stupid" remark). However, with Cyrix dumping and Intel's competitive strides in the value segment, the market dynamic changed in a relative heartbeat. You just can't shut down a line that has a 2.5 month lead time easily. Forecasting demand and optimum product mix is the holy grail in this gig.

PB



To: Jim McMannis who wrote (63387)6/25/1999 6:26:00 PM
From: tejek  Respond to of 1571832
 
Jim:

RE: "...why AMD made 6 M when they must of known...."

Yes. I agree and i was hoping that one of the analysts would ask that during the CC. Someone speculated that they had to produce that many to get enough chips with the higher MHz performance. Would that be a plausible reason?

ted


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