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

To: Elmer who wrote (96742)	3/4/2000 1:32:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 1575725

Elmer, Intel sold ~31 Million processors in Q4, up from ~25-27 Million in Q3. Of those, the AMD faithful claim only ~1 million were CuMines. That seems to be a normal increase from Q3 to Q4. Q4 is always the strongest, because of the seasonality of the demand. I think the question you should ask is how much capacity did Intel sacrifice in order to get the 1 million (or whatever the number is) of Coppermines? If you are right and Intel in fact had a shortage of fab space, does it make sense to take out the capacity for changeover to .18u during the busiest quarter. Doesn't it make more sense to do it during the slow Q1 or Q2? Does it make sense to commit the company to producing new generation of chips and chipsets before they are fully tested? If not under pressure by AMD, Intel would release Coppermine, 820 and 840 only when they were ready, not when the marketing said they were needed. If that is true then Intel still increased their non-CuMine processor output by about 10-20%. In addition they shipped record numbers of chipsets and Flash. Not good grounds to be building a case of over capacity IMHO. I am not claiming that Intel has overcapacity. I am claiming that if Intel was not pressured by AMD, there would be no shortage of CPUs, less presure on pricing, and as a result higher growth in revenues and profits. That was my original point to Sam. Joe