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

To: Mani1 who wrote (109615)	5/7/2000 12:48:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1576349

Mani - RE: "No, that is incorrect. They said nothing in that regard. They said they expect to meet the demand in the second half, but if there is any upside to the projection, it will be hard. To me it seemed clear that capacity will be tight in the second half, just not as much as it is now." I think you are mixing up what they said about the first half with what they said about the second half. Here's a quote to refresh your mind - "Intel managers conceded they had underestimated late 1999 and early 2000 processor demand. Answering investor concerns head on, Otellini assured the audience., "I'm comfortable that the amount of wafer start capacity we have is more than sufficient to meet second-half demands." We called it [PC 2000 demand] too close," conceded Barrett. "We were delinquent."" Message 13541367

To: Mani1 who wrote (109615)	5/7/2000 9:47:00 AM
From: that_crazy_doug	Respond to of 1576349

<< They said they expect to meet the demand in the second half, but if there is any upside to the projection, it will be hard. To me it seemed clear that capacity will be tight in the second half, just not as much as it is now. >> I think 2M willamete's is definitely a possibility. If it yields well it's not that many chips. Also with all the coppermine problems, it seems to me there is a real possibility willamete will yield better than coppermine. If that's the case then the ramp will go much quicker than anticipated.