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

To: Goutam who wrote (80091)	11/16/1999 7:34:00 PM
From: Charles R	Respond to of 1571036

Goutama, <"[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. > Yes. I share this thinking. The most important peice is not just the impact on Q1 but the impact of customer acquisition on future revenues. Once AMD picks up some new business in Q1, it would be easier for them to keep it. Winning new customers is far more difficult than keeping existing customers. <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.> Yes, Intel is clearly not coming clean here. Looks like Gelsinger and Otellini should talk to each other to decide what they want to say. If my memory serves me right, Otellini, during analyst call, said that there is no eathquake or Y2K impact on Q4 production (he may have said this multiple times but the one I am referring to is in the context of his response to SSB report just days before the meeting saying that there is a shortage. <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!> I am still not sure if there are any big problems. I do agree that Intel blew away the one or two quarter lead it has on the 180nm process. However, current data seems to indicate that Intel's 0.18 may be signficantly superior to AMD's resulting in making up about 10% speed loss. (the experts can comment on this) <All-in-all, this is great news for AMD ;o) > Yes, it is. Now, the ball is in AMD's court. They need to hit it back real hard to ensure Intel doesn't creep back into the game (at least for the next few quarters). Chuck