SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Joe NYC who wrote (96744)3/4/2000 9:39:00 AM
From: Bill Jackson  Read Replies (3) | Respond to of 1575761
 
Jozef, you are perfectly correct and Elmer is toadally wrong.
I imagine that when the chipset shortage hit they ran some multiple starts in parallel at several fabs to produce a large bubble of chipsets to fill the demand, and then they rapered that down to the predicted need curve. Then when the CPUs had the yield problem they were caught short until the CPU bubble could work it's way down the pipeline.
I think the Japanese had similar problems at the battle of Midway....both the Japanese carriers and Inte's share shared a similar fate. In essence the feedback loop is so long that there can be no fast response to an unanticipated problem. AMD forced Intel to truncate the testing of the chipsets with rambust to get them out the door. This is another hidden story that will be told later as employees cash options and tell their tales.

Bill

Bill