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

To: Jim McMannis who wrote (79052)	11/8/1999 9:15:00 PM
From: Elmer	Respond to of 1572921

Re: "I see you want to be the instigator. I don't know what PBs position is. All I know is the guy is a straight shooter. So are you saying that wafers, good die or packaged chips are going out the door? Maybe Intel has been stockpiling wafers? I'm just trying to get to the bottom of this and no one can provide a reasonable answer except Paul...who says that Intel paused production after it was obvious the Flopper wasn't going to launch." What you said was that one possibility is that Intel is just now starting to ramp production. "d. Intel has been fibbing and has just now cranked up production." If that is the case then PB's claims of a ramp over the last month or 2 cannot be true, he must have known it was not true and therefore he must have been lying. I don't believe he was. Re: "So are you saying that wafers, good die or packaged chips are going out the door? " PB said wafers. I believe Intel's manufacturing structure is such that PB probably doesn't see the actual Sort Floor much less final test which is probably overseas. So where are the CuMines? I don't know. EP

To: Jim McMannis who wrote (79052)	11/9/1999 12:37:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 1572921

Jim - <So are you saying that wafers, good die or packaged chips are going out the door? Maybe Intel has been stockpiling wafers?> This is not true. As far as I know, what Otellini said was accurate, i.e., hundreds of thousands had shipped by the first week of launch, and on track for millions. We are being told there is a demand crunch, the exact same message Otellini said at the CC, with quantification provided in terms of % demand that was unanticipated. I do not know why exactly there is not more visibility of the parts than there is. The only data point I can provide, and it doesn't mean much, is this picture that was linked at The Register: watch.impress.co.jp This 733 was assembled two weeks before launch. The wafer came out of the fab a week or two before that. All's I can go by is what the Execs are saying. At my end, I don't see any inconsistency with what they are saying. If something funny is going on, it's not happening at the manufacturing end. I'm not sure that there is anything funny going on, beyond what they are saying. That is a heavy demand situation, in which case OEM's would probably be getting virtually all the parts in the quantities produced to date outlined by Otellini. I'm also speculating that the i820 situation maybe playing a role in this, but I'm not sure on that one. I do firmly believe that what I have said will be borne out in the end of Q analysis, as long as the parts are selling like Otellini is saying. PB