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

To: Process Boy who wrote (79083)11/9/1999 12:51:00 AM
From: Jim McMannis  Read Replies (1) | Respond to of 1573004
 
RE:'We are being told there is a demand crunch, the exact
same message Otellini said at the CC,"

What exactly is a "demand crunch"? Sounds to me as a candy coated "supply shortage". Perhaps a shortage of .25u P-IIIs and Floppermines...Was this specified?
I have not been able to pinpoint the exact cause of this "supply shortage"...only speculate. Never th less...there seems to be a big time shortage of Floppermines/systems even 100 MHZ bus models.
What does this do for ASPs this Q?



To: Process Boy who wrote (79083)11/9/1999 7:00:00 PM
From: Kenith Lee  Read Replies (2) | Respond to of 1573004
 
PB,

Have you been supplying yield and bin data to Elmer? Why is he so confident about Cumine? If so, would you care share them here?



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