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

To: tejek who wrote (87630)	1/17/2000 3:56:00 AM
From: Goutam	Read Replies (3) \| Respond to of 1572221

Ted, From Aces Hardware - aceshardware.com ________________ Serious Athlon Shortage in Taiwan? (AMD) Posted By KH Yeap Sunday, January 16, 2000 - 11:16:37 PM According to this PC Week Taiwan report , Athlon 500 Mhz has been in serious shortage in Taiwan. Since Athlon 500 Mhz is the cheapest Athlon processor one can get, it has become the most popular Athlon processor in Taiwan. However, since AMD's market world-wide market strategy places more emphasis on sales in US and Europe, the Taiwanese market has not been able to get enough supply of Athlon 500 Mhz. The problem will hopefully be overcome with the Athlon price-cut by Jan 24, when the 550 Mhz will become more affordable as the 500 Mhz is being phased out. ___________________________________________________________________________ Goutama

To: tejek who wrote (87630)	1/17/2000 4:03:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1572221

ted - <That explains the cumine delays/shortages but not the PIII shortages. Right?> If you mean the GTW thing, yes. You understand, Cumines are PIII's. Thre are .18 PIII's and .25 PIII's. <You're certain then that demand was much greater than supply for the P858?> Yes. <And they were running 3 shifts at each fab?> Intel fabs run on Compressed Work Weeks. There are 4 shifts per week. The shifts are 12 hour per day. But yes ted, I am quite certain that Intel fabs run around the clock at full staffing, with Holidays being the only exception, when they run with voluntary crews to maintain basic production capability. The fabs have been running this way with only few exceptions for the entire decade of the 90's. <MY suggestion was that CPU's bring in the $ so you take space away from flash or some other less profitable division, and give it to the CPU division. Doesn't Intel do space reallocations on the basis of financial reward to the company?> For P858, this wouldn't have helped. For the .25 micron logic, ...I believe this type of decision would have been extremely difficult, i.e., screw flash and substitute PIII 450's. I have no way of really assessing the long term consequences of such an action, or determining how viable your suggestion really would have been. <Most office buildings/commercial buildings take 18-24 mos to get from groundbreaking to occupancy. Industrial bldgs...approximately 12 mos. I would think fabs would be somewhere in between. Do you know?> Ted, it takes years from groundbreaking to actual production worthy (sales worthy) silicon, and enough volume to make it a viable production facility. Look at Dresden. PB PB