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

To: Tenchusatsu who wrote (66185)	7/20/1999 8:37:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1574102

RE:"Elmer is talking about yields. I'm talking about speed bins. The last manufacturing "slip-up" AMD suffered was due to poor speed bins. AMD said that the speed problems were solved, but so what? By the time AMD solved them, Intel already took Celeron to the next speed level, putting AMD back into yesterday once again."... Now, for what really happened... AMD had been gaining market share at a rapid rate. Intel scaled the Celeron and dropped the prices on them in order to stem the tide...circa December. As it turned out and somewhat fortuitously so for Intel, AMD ran into a design problem with the new CXT core and speeds over 350 MHZ...When AMD couldn't deliver high speed parts, OEMs simply switched over to Celerons, which they probably would have had to do anyway. Since Intel had dropped prices to combat the onslaught of higher speed K6s they like through a lot of money out the window...but they didn't know at the time. At any rate, Intel left a billion or two on the table. Meanwhile, OEMS geared up to make Celeron machines, mobos, video cards etc...and have been reluctant to go back to the K6 even now that yields are much better. Meanwhile, AMD misses this and ends up with 2.3M chips in inventory at the end of qtr 2. So the speed/design problem continues to haunt AMD which has been in a constant state of catch up with no room for error. End of story... Jim Athlone may get the room for error AMD needs....by hey, Jerry can blow anything...<G>