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

To: Charles R who wrote (92753)	2/12/2000 2:23:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1573730

Charles - <Like I said before demand situation is pretty good (for Q1) but it should be clear to any objective observer that Intel is making its production problems look like demand problems.> The only problem with this is Intel isn't having production problems except in the sense it doesn't have enough capacity online to meet demand. That is the production problem. And I'm not saying this isn't a problem wrt a screwup IMO wrt forecasting last year, or isn't a screwup wrt how the original P858 technology delayed the Coppermine ramp at the beginning. Currently all that's to be done is ramp capacity, and the supply situation will take care of itself. Any other inference wrt "production problems" is inaccurate. PB