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

To: Jim McMannis who wrote (90010)	1/27/2000 2:25:00 PM
From: Process Boy	Read Replies (3) \| Respond to of 1574263

jim - <Are you saying Intel wasn't smart enough to add capacity in advance or maybe they just had too many problems and couldn't get up to capacity?> To be this smart, Intel would have had to make decisons regarding outlay of capital a matter of YEARS ago. This is the semiconductor industry. Cyclical capacity issues have appeared to me to be an inherent part of doing business in my close to 20 years doing this stuff. No excuse. Just the way it is. PB

To: Jim McMannis who wrote (90010)	1/27/2000 2:40:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1574263

Re: "Are you saying Intel wasn't smart enough to add capacity in advance or maybe they just had too many problems and couldn't get up to capacity?" How does one add capacity? You don't just order it from the Sears catalog. You build a new fab and as AMD has shown that can take years and years and years and .... Well you get the picture. So how would Intel just add capacity from one quarter to the next? You can't just contract it out because Intel's products are finely tuned to Intel's own process and nobody else runs it. EP