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

To: Process Boy who wrote (87375)	1/15/2000 4:53:00 AM
From: tejek	Respond to of 1574091

Fair enough. However, I do feel the need to fight this unsubstantiated .18 yield vs. Intel FUD though, and will probably continue to do so, as it has gone on quite long enough. PB, I understand...you work for the company and feel the need to defend its position. As for me I am unclear what happened in Q4. What I looked for at first was the YOY increase in revenues to see if it was greater than the first three '99 quarters...and the increase was pretty much in line...no big spike. Secondly, I look at the core product numbers that include the revs from cpu's.....the same nos. that Charles and Kash were talking about. Those revs showed a slight decline either YOY or sequentially...I can't remember which. Given the way the nos. fell, you might understand that I continue to have some doubts over this capacity issue. Basically the numbers do not show that this was a particularly unusual quarter in terms of revenues generated which means in my mind, product demand was consistent with prior '99 quarters. So why the supply problems? That's a rhetorical question BTW. ted