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

To: Y. Samuel Arai who wrote (108704)	4/30/2000 10:54:00 PM
From: Charles R	Respond to of 1575396

Sam, <Yes, this would have really helped AMD, but only in hindsight can we say this.> I have been saying the same thing for a long time - well before PIII shortage situation developed. There is not much hindsight involved here. < AMD couldn't have predicted the shortage of P3's and other Intel problems, nor the unseasonably strong CPU demand during H1'00. > Sam, some wise people say luck is when preparedness meets opportunity. AMD wasn't lucky this time. <Considering the soft H1 everyone was predicting, I think they ramped fairly agressively.> Ramping from 0 to 1.2Mu/quarter in one year is hardly aggressive in my book. One can compare this with CuMine and Wilamette over time (adjust data for AMD's market share) and see the discrepancy. Chuck