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

To: Elmer who wrote (89886)	1/26/2000 11:03:00 PM
From: steve harris	Respond to of 1574182

elmer, thanks for agreeing with me. I said: "iNtEL was making x number of chips. Then they had to start "ramping" floppermines, losing previous production. Obviously during a ramp, the quantity of floppermines would not equal previous P3 quantities at first." FUDD say: "I suspect this is because their Q3 shipments were high as you pointed out and with Q4's additional demand the shipments exceeded capacity. But let me concede that, considering that production planning is done months in advance, the early CuMine problems and the process conversion undoubtedly led to some misallocation of resources. Keep in mind that a problem that is solved today still takes quite some time to flow through the pipeline. I expect to see much improved availability across the board this quarter." No, I won't "personally rub your nose in it". Message 12555884 Make it so, Mysef

To: Elmer who wrote (89886)	1/27/2000 2:43:00 AM
From: Petz	Read Replies (3) \| Respond to of 1574182

ELmer, 3% q to q sucks. If its not overall yield or binsplits, its bad management. Such as... 1. idle fab capacity due to the CuMine delay (PB has admitted this) 2. telling the customer what he wants 3. Too many 133 bus parts -- there's not enough RAMBUS to use them with, MTH has bad performance and was too late. Proof of this one is that 133 bus parts are the only ones distributors have. 4. Prematurely reducing BX chipset production before the i820 was fully validated (again, trying to force the customers hand) 5. Too many PGA370 packages with no motherboards to handle them (exacerbated, perhaps, by the earthquake) 6. Intel decision to start 0.18 conversion with only 10% of wafer capacity despite having increased demand by the 1-2 month delay (i.e., no attempt to "catch up") These are all bad management decisions which resulted in 1. Intel leaving a lot of money on the table for AMD 2. Screwing their customers Petz