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

To: Gary Ng who wrote (94681)	2/22/2000 10:21:00 PM
From: Epinephrine	Read Replies (1) \| Respond to of 1576972

Gary, <What is your take that last Q, Intel sold out for all their processors and people blaming Intel for poor yield/binsplit of Cumine > I don't know if there were yield and/or binsplit problems or not but there was definately a supply shortage so naturally Intel sold out, probably down to the last chip, if they hadn't then there wouldn't have been a shortage. <AMD cannot sell all the Athlon they made ?> I listened to the conference call and I didn't get the impression that this was cause for undue concern, in fact I think that if AMD didn't have chips on hand even hundreds of thousands of them they would have had a harder time landing Gateway. being completely sold out is not necessarily a healthy situation. On the subject of Gateway, that rumor about them doubling their order because of successful demand, I believe that. Although I must decline to say why. I wish AMD was in more business SKUs but no one said that battle would be easily won. <Can AMD keep the pace with Intel in Fab capacity ? How about other things like chipset, compiler etc. > Hehe I think AMD loves the new position that they are in where all they have to do is keep up. In the past they had to start from scratch (after the end of second sourcing and EOL of K5) pioneer their own technology and infrastructure independent of Intel and in all aspects not just keep up but catch up. And all while doing so with an inferior core (with regards to FPU performance and MHz scaleability). So now that they have caught up (a daunting task considering all factors) can they keep up? Hehe :) <BTW, how long is your 'long term' ?> My long term is really not a cut off but rather as far as I can see. It takes time to develop a new core and if Athlon is competitive with Willamette then it is competitive for the foreseeable future and that is my long term. Thanks, Epinephrine

To: Gary Ng who wrote (94681)	2/23/2000 12:49:00 AM
From: tejek	Read Replies (1) \| Respond to of 1576972

What is your take that last Q, Intel sold out for all their processors and people blaming Intel for poor yield/binsplit of Cumine but at the same time AMD cannot sell all the Athlon they made ? Gary, I have never thought that selling all your inventory is a sign of a successful company...especially if the company is as mature as Intel. If you are a real estate developer and can build 200 condos on a site but think there is a market for only 100 and then build 100 only to find out that you could have sold 200 more or 300 total...you would not be considered a good developer and I think the same standard applies to Intel. I think a company as big as Intel should have a better take on its markets and plan accordingly. ted