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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (4905)	8/14/2000 11:34:10 AM
From: Charles R	Respond to of 275872

Petz, <you continue to insist that AMD should have been able to make millions of additional chipsets and it could easily have sold more CPU's, BUT 1. Employees on JC's have stated that AMD has been trying to build up the chipset operation and can't find the employees instantly. The chipset employees are getting sick of overtime. Maybe you could step in and help.> I empathize with the employees and as I keep saying this is a management problem not an employee problem. AMD engineers have delivered admirably. <2. I believe AMD is demand limited for CPU's over $150. IOW, if AMD could make 4M Tbirds this quarter, they would never sell them. 50% growth per quarter (Q2) for the high end chips was a pretty steep curve. 100% growth per quarter is only possible because its part low-end.> I agree with the slant of your thinking. This is why AMD needed to ensure Duron infrastructure and this is why AMD needs to do whatever it takes to break into business SKUs ASAP. Looking forward to some positive news on both fronts shortly. Chuck

To: Petz who wrote (4905)	8/14/2000 12:32:35 PM
From: Ali Chen	Read Replies (2) \| Respond to of 275872

Petz, sorry to jump in, but... <... AMD has been trying to build up the chipset operation and can't find the employees instantly. > Instantly? What were those employees doing since March 1997, after finishing the AMD-640 chipset? www1.amd.com BTW, were there any volume product based on 640? If not, why? Why relations with VIA have been deteriorating since then? <The chipset employees are getting sick of overtime.> Why would the overtime be necessary? Due to poor planning again? Or perhaps due to something else? If a design is thoroughly verified, fabbed even elsewhere but fully electrically characterized, properly packaged, and electrically matched at board level with own processors, why the overtime? Why Gategate, Socket-Slot_compatibility_gate, or Other_infrastructure_gates??? Poor resource and staff planning, is not it? <Maybe you could step in and help.> For someone to step in, somebody should step down (or out), don't you think? And to be of any "help" today, it should be done at least two years ago. Sorry for intrusion, - Ali