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

To: Bill Jackson who wrote (89863)	1/26/2000 9:30:00 PM
From: Process Boy	Respond to of 1574539

Bill - <They have said they cannot supply them but they have not said why. We suspect why, but you deny those suspicions, as does PB.> Because despite what you want it to be, the nature of the problem is available capacity. There is no gross technical problem with the technology. Yes this is frustrating. PB

To: Bill Jackson who wrote (89863)	1/26/2000 9:37:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1574539

Re: "Elmer, Why they are unable to supply fast parts in significant numbers. They have said they cannot supply them but they have not said why. We suspect why, but you deny those suspicions, as does PB." Bill, as you know I have said here before I am under NDA with Intel so I am limited in what I say. Everything I have seen is completely consistent with what PB has said. I have seen no evidence of any yield problems whatsoever and I have seen the numbers. I believe the problem is simply huge demand. Intel is shipping millions of CuMines and yet still not meeting demand. You see this as evidence of a yield or manufacturing problem. I do not agree. Record processor shipments can only happen when there is record demand. Intel is doing everything possible to expand their capacity yet still meet the requirements of those products which do not use the latest .18u process. The ramp IS happening and it is the fastest ramp in Intel's history, but because of demand it's still not enough. The shipment numbers speak for themselves. We are experiencing a market of historical proportions. Nobody fully anticipated this. EP