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

To: Goutam who wrote (80020)	11/16/1999 11:59:00 AM
From: Charles R	Read Replies (1) \| Respond to of 1570635

Goutama, <Wow..., you can read lot of things into the comments like - o confluence of factors o we're scrambling o Intel always faces "exciting issues" when it switches to a new manufacturing process o We need more maturity ... o having technical difficulties producing the chips ... o as well as disruptions caused by the recent earthquakes in Taiwan I'm not familiar with this type of business talk - can you guys translate above comments for me, please ;o) > It is interesting that your post followed the PriceWatch update from DARBES. In any case. I still feel comfortable that Intel will do about 3Mu CuMines this quarter. I have said this before but let's put things in perspective: Based on the way the industry is moving to lower ASP systems, I think that that demand for the top 3 speed bins will constitute to 20-30% of the market for the quarter. This puts the quarter requirements at 6-9Mu. 3Mu CuMines and 1Mu Athlons leave 2-5 Mu of unsatisfied demand at the high end. AMD could have had a humongous opportunity for this quarter had they nailed down the infrastructure issues a while back. That's a pretty big lost opportunity. In any case, this development is VERY positive to AMD because at least some OEMs will see Intel as an unreliable supplier and hedge their bets by giving some business to AMD. Continuing to looking forward to a golden year. Cheers, Chuck

To: Goutam who wrote (80020)	11/16/1999 12:44:00 PM
From: tejek	Read Replies (1) \| Respond to of 1570635

RE <<<Wow..., you can read lot of things into the comments like - o confluence of factors o we're scrambling o Intel always faces "exciting issues" when it switches to a new manufacturing process o We need more maturity ... o having technical difficulties producing the chips ... o as well as disruptions caused by the recent earthquakes in Taiwan I'm not familiar with this type of business talk - can you guys translate above stuff for me, please ;o)>>> Goutama, its called backpedaling real fast while looking professional and on top of things at the same time. And I want to ask who was the first on this thread to use the verb, scrambling, in a reference to intc? Seriously, at least their bungling neutralizes some of the damage they did AMD by allegedly messing with the motherboard makers. ted

To: Goutam who wrote (80020)	11/16/1999 1:42:00 PM
From: steve harris	Read Replies (2) \| Respond to of 1570635

Goutama, News reports on iNhEL's Q3 says iNhEL stated that the transition to .18 was a problem. Looks like their .18 aluminum processor problems continue! And that's NO fantasy......... Make it so, Mysef

To: Goutam who wrote (80020)	11/16/1999 2:51:00 PM
From: Cirruslvr	Respond to of 1570635

Goutama - RE: "Intel always faces "exciting issues" when it switches to a new manufacturing process, and the problems it is experiencing with the Pentium IIIs are not atypical, Gelsinger said." "exciting issues" ? More like "exciting" BS!

To: Goutam who wrote (80020)	11/16/1999 3:03:00 PM
From: greg nus	Read Replies (1) \| Respond to of 1570635

Robert, o confluence of factors o we're scrambling o Intel always faces "exciting issues" when it switches to a new manufacturing process o We need more maturity ... o having technical difficulties producing the chips ... o as well as disruptions caused by the recent earthquakes in Taiwan I'm not familiar with this type of business talk - can you guys translate above stuff for me, please ;o) Robert, Sound like Intel has dropped more than a Chalupa Lets ask professor PIII Pengle for his translation. His version will of coarse have the imprematur of the Church of Intel. After all Pengle pretty much disapeared from the AMD thread on the day of the Stealth Launch, with a promise to reserect Intel from the dead money tomb it incaaased itself in.