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

To: tejek who wrote (85484)	1/6/2000 9:19:00 AM
From: Bill Jackson	Respond to of 1572763

Ted, It seems PB does not understand the realities of speed binning. ie how many cpus of a certain speed can come from an empty bin? This affects the product mix of that item sending it to zero... GTW did what it thought was a smart move, get 20 million$$ with no thought of collateral supplies. GTW filled the gun, placed the muzzle to it's temple and blew it's head off. They had 1 chance of sucess...intel performing. What they did not take into account was the increasingly rushed level of introductions of new parts and speed grades by Intel. This new pace of introduction by intel exposed a weakness, a core weakness, IMO, in that Intel has never before been placed in this helter skelter catch up position. That meant the usual leisurely path that allowed all errors to be discovered before volume production was not followed. Instead a "full speed ahead, damn the torpedoes " plan of action has been implemented. Well, AMD had a few torpedos, and launched them speed grade after speed grade, each one causing some damage. Most damage, however, was caused by Intel's own torpedos that did not work, did not get there on time, blew up early, {your excusee here}. I have a suspicion that the previously masked flaws in Intel's development and production strategy have now been exposed and screwups and snafus like this are part of the norm and will continue. AMD went through this some time ago and was hardened by it and became better than Intel at all levels. All AMD needs to do now is to keep making torpedos and watch Intel sink. No other maker will ever trust Intel again. They will all have alternate sources for CPUs at hand. AMD is assured of a large market share over the next 1-3 years. Bill Bill