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

To: Charles R who wrote (80082)	11/16/1999 4:15:00 PM
From: tejek	Read Replies (1) \| Respond to of 1570977

RE <<<We are meeting our backlog," said Pat Gelsinger, vice president and general manager of the Santa Clara, Calif., company's Desktop Products Group. "[Supply] will be tight through the first quarter, and by the second quarter we should be able to start meeting [our customers'] upside requests.">>> Another window of opportunity for AMD....can someone make sure they don't miss it. ted

To: Charles R who wrote (80082)	11/16/1999 4:24:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1570977

Chuck, "[Supply] will be tight through the first quarter, and by the second quarter we should be able to start meeting [our customers'] upside requests." -- For AMD, this would translate into stable Athlon prices, fater ramp, additional tier#1 customers, and a great Q1'00. He said everyone, including Intel and market forecasters, underestimated PC demand for the end of the year -- I don't believe this. They were upbeat on the growth in the PC market in their Q3 CC. Second, he said the recent earthquake in Taiwan threw a wrench into the supply chain -- Wasn't AMD ridiculed on this thread for using "Taiwan Earthquake" as an excuse for the 150K unsold Athlons? I don't believe this reason either. It's a kind of too late to keep using this excuse. Finally, problems with product flow are not unusual in the midst of a processor conversion, in this case the switch from .25 micron to .18 micron.> -- So, there are problems. The competitive advantage of all the headstart they had in moving to .18 has nothing but evaporated. All Athlons from the Texas fab will be in .18 by the end of this year! All-in-all, this is great news for AMD ;o) Goutama