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

To: Charles R who wrote (109004)5/2/2000 2:33:00 AM
From: tejek  Read Replies (1) | Respond to of 1575709
 
No doubt, AMD's execution right now looks phenomenal compared to Intel. Just that I do not find it acceptable to be "sold out" or "limited by motherboards" when you have a nearly empty mega fab. Clearly my bar for considering AMD performance "excellent" is not shared by some of the folks on this thread. That's OK.

Chuck,

I concur in your view here. I had not been too concerned that Dresden was not online because it seemed that AMD was not selling out all its chips. But now that I see that that is not true, then not having Dresden online has meant lost sales....clearly a lost opportunity.

ted



To: Charles R who wrote (109004)5/2/2000 9:54:00 AM
From: milo_morai  Read Replies (1) | Respond to of 1575709
 
Chuck could it be Jerry only means that he's sold all the chips he expected to in Q2? and not everything he can make.. Maybe he's got a Ace up his sleeve and he's just trying to lull INTC into another stupor.

Milo


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