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

To: Bill Jackson who wrote (90732)	1/31/2000 7:46:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1572324

Bill - <Is Dell getting huge quantities and not selling any systems? Who else could be getting them and not shipping systems?> I HAVE NO VISIBILITY ON THE DISTRIBUTION SIDE!!! I have excellent visibility on the the technical and manufacturing part of the pipe. You will need to look elsewhere for your answers. PB

To: Bill Jackson who wrote (90732)	1/31/2000 9:09:00 PM
From: Dan3	Read Replies (1) \| Respond to of 1572324

Re: Where are the parts going for there to be a continued shortage at all levels? Here, for your amusement, is a totally WAG as to what may have happened. When capacity for this period was being planned (12 months ago) coppermine was going to be a 65mm2 chip with external cache, and only the Xeons were to have on chip cache. After Athlon came out, coppermine was cancelled, and all production was 256K cache, 106mm2, Xeons, sold as coppermines. But since a lot fewer Xeons fit on a wafer than do coppermines (which, due to performance, couldn't have been sold, anyway) Intel hasn't enough production capacity right now. OK, have a good laugh and read the rest of the messages. Dan