Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer who wrote (85798)	1/7/2000 5:09:00 PM
From: ajbrenner	Respond to of 1572940

Re: "Show me where GTW claims Intel failed to deliver the committed orders." Elmer, With GTW issuing statements such as, "Supply of key processors and motherboards was severely constrained, spotty and unreliable" and "We never knew what we were going to get, when we were going to get it, so we never had a coherent marketing strategy," it sure sounds like they had a hard time delivering committed orders. Which raises a question that maybe you or someone else can answer. With a build to order business model where JIT parts delivery is key to the success of such a business model, how many chips does a manufacturer order in advance? It seems to me that having to order months in advance defeats the whole purpose of the build to order concept. ajb