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

To: tejek who wrote (105457)	4/14/2000 11:25:00 AM
From: tejek	Respond to of 1576956

Ten, Sorry for the screwed up post(#105457)....the crashing NAZ is making so much noise, I can't concentrate!! ted

To: tejek who wrote (105457)	4/14/2000 1:36:00 PM
From: Tenchusatsu	Respond to of 1576956

Ted, <Since several very creditable companies like MSFT and GTW have now reported that business pc's were down in Dec. thru Feb., does that not put into question the supply constrained issue at Intel?> I'm very sure that Intel was supply-constrained. The only issue now is how many processors Intel was actually able to make. Jim McMannis is right; if there were severe Coppermine yield problems, of course Intel would be "supply-constrained." However, that wasn't the story I was hearing on my end. Instead, Intel was supply-constrained despite the faster-than-planned ramp-up in production. Like I said before, I still can't explain the reports of a weak business PC market through February. My hope is that the reports were wrong, or that the reports were somehow looking from a different perspective. We'll see. Tenchusatsu