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

To: Elmer who wrote (107193)	4/21/2000 12:06:00 PM
From: pgerassi	Respond to of 1573857

Dear Elmer: I think Intel did plan for a jump in demand. It is what a "paranoid" would have done. Buy "Insurance" for that eventuality. They could afford it. That they didn't is their loss. They had a "Hiccup" in production. From public view, they have not solved it yet. They said they planned to "Catch up with Demand" in Q4, Q1, and now Q2. Their stated reasons why they failed may vary, but it boils down to they have failed. First it was "Yield", then it was "Demand", and now its "Planning". I think they are using the Y2K Glitch as a convenient excuse. AMD had its hiccups and paid for it. Now it is Intel's turn. Pete

To: Elmer who wrote (107193)	4/21/2000 12:52:00 PM
From: hmaly	Respond to of 1573857

Elmer Re..<<<hmaly, just what is it that makes it so difficult to realize that 1999 happened after 1998? Read the post again. As the previous poster stated, Intel didn't see a jump in demand until 1999. You and the previous poster seem to be arguing that because Intel saw the demand increase in 1999 they should have traveled backwards in time and started expansion a year before. >>>>> Actually Tad said that Intel was predicting for all of 99 that the market would pick up, which ;means Intel knew about it in 98. But for sake of argument lets say Intel was too stupid to realize that the world wide recession was eventually going to end, before Jan. 1-99. Intel had ample time at that point to start stock piling inventory so they would be ready for the crunch and by adding overtime should easily have been able to take care of excess demand.. Also why was Intel so stupid as to start a price war and drive competitors out of business at the same time Intel was predicting an upturn if Intel couldn't meet demand afterwards? And the price war was fought over low end chips which have a low margin; thus sacrificing capacity and profits in upper end. Sheer idiocy. If Intel hadn't been hell bent on preserving their monopoly, there wouldn't have been any shortage now. Intel still hasn't learned their lesson as Intel is still suing Via over chipsets when Via seems to have the only popular and as yet unrecalled chipset for coppermine. I hope Intel succeeds in keeping Via out, because Via will then put all of their effort behind Athlon; causing yet another shortage for Intel to explain.