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

To: Eric K. who wrote (116166)	6/18/2000 7:18:00 AM
From: hmaly	Respond to of 1574494

Erick K Re...<<<<<<<<For a company that has a reputation of not delivering high speed parts in volume to release a new product and then keep two weeks of inventory, while repeatedly stating that it has plenty of product available obviously implies a problem with demand, rather than a conscientious and deliberate effort to make it clear to the market that past problems with volume yielding are gone. <<<<<<<<< Erick; wow what a clear and precise theory. I was impressed. Have you sent this theory to Scientific American so they could publish this? ROTFLMAO Such idiocy should be rewarded.

To: Eric K. who wrote (116166)	6/18/2000 9:38:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 1574494

Eric, There is a possibility that Dresden has not completely got the manufacturing under control. It has only been a little about 2-3 months since they got their first production quality lots back. It is much too early to determine the potential of the process. Sometimes a single problem can slow down the typical part by 20-30%. Scumbria

To: Eric K. who wrote (116166)	6/18/2000 1:56:00 PM
From: niceguy767	Respond to of 1574494

Erik K: Don't think too many would argue that significant barriers to entry into the workplace have in the past existed for AMD and indeed exist, but to a lessening degree, with each passing day today...Intel is currently clogging up the "workplace market" with 650 PWeeIII's and under, which appears to be its upper limit for anything approaching reasonable production volumes... AMD by making available the 1 gig at the Walmarts of the world at $1700, almost the same price as a PWEIII 650 business system, has just pulled a really neat end run in response to the PWeeIII 650 distribution channel blockade impeding AMD's entry into the business workplace...It is solely a matter of time before businesses come to their senses en masse and realize that their own employees now have better performing systems in their homes (i.e 1 gig Walmart Athys) than those (650 PWeeIII's and under) commonly found in the working place and, what's more, these better 1 gig Athy systems may have been purchased for an "all-in" price below that for the "all-in" price of Intel's top-end 650 PWeeIII...When businesses en masse do come to this realization, and they will, 5000 wpw production out of Dresden won't fill the demand! It is then that the emperor will indeed be seen to be wearing no clothes!!!

To: Eric K. who wrote (116166)	6/18/2000 7:10:00 PM
From: tejek	Read Replies (1) \| Respond to of 1574494

Eric For a company that has a reputation of not delivering high speed parts in volume to release a new product and then keep two weeks of inventory, while repeatedly stating that it has plenty of product available obviously implies a problem with demand, rather than a conscientious and deliberate effort to make it clear to the market that past problems with volume yielding are gone. You come to some strong conclusions without a lot of evidence to support them. Given this lack of demand and the excess of 1 GHz parts being sold (after all, a 1 GHz part sold in Wal-Mart is worth less money to AMD than a 1 GHz part sold through Gateway's Select Small Business Line and clearly indicates an excess of supply), Maybe it indicates a lack of demand on the corporate level...no surprise there. However it does not indicate a lack of demand on the retail level. it is obvious that AMD's not launching the Thunderbird at > 1 GHz indicates that Dresden has not improved binsplits, and certainly does not imply that that AMD wants to avoid creating demand that it cannot meet by migrating binsplits to a point so much higher than its competitor that overall product demand exceeds its capacity. In a marketing war as in any war, the good strategist doesn't release his/her big guns in the first or second or third battle...he/she releases them when they can do the most good. That may well be what AMD is doing with the T-bird; then again, it could be bad binsplits. There isn't enough evidence to prove either conclusion. However the analysts are saying things are fine at Dresden, binsplits are good. The only way they would know is because that's what they are being told by AMD. And I don't think that AMD would risk lying to the analysts at this stage of the game.....AMD has come to far to make this kind of mistake. Do you? ted