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

To: hmaly who wrote (4959)	8/14/2000 4:20:43 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Harry, <Chuck, if you were offended when I asked you where you got your figures, then you have a thin skin. Anytime anyone puts out specific figures, he should expect to be asked where those figures came from.> I am never offended to take a question. I have stated that the unit shipments was my extrapolation based on the lost market share to Celeron at the low-end. If you don't agree with that that's fine. <Chuck, thats your answer, and based on your unbiased estimate you proceeded to lambaste AMD'S management for not making your estimates. First you have no basis for your figures even if the Duron infrastructure did exist; but more importantly, the infrastructure wasn't there yet and to lambaste AMD for not selling the Durons with non existant motherboards etc is mind boggling. > WHat is mind boggling to me is that people do not see the lack of infrastructure as a management failure. That's what I am saying the problem is. <Whats next, are you going to accuse AMD OF losing sales in the fourth quarter because the Hammer isn't selling yet. The Hammer won't be sold in the fourth quarter because it isn't developed yet, just as the Duron wasn't sold because the infrastructure wasn't ready for q2.>> Comparing Hamemer wet dreams in Q4 to Duron ready and sitting in inventory in Q2? Are you this naive? <What planning are you talking about? Should AMD have notified Via earlier, should AMD PLANNED to do the chipset themselves, and if so, which project should be put on hold, so AMD can allocated the resources. What should AMD DO? Delay sledgehammer for six months, the 760 chipset????? > AMD should have planned a second source for PC133 chipset. Especially since it was clear from VIA's roadmap that VIA put Intel ahead of AMD. It was also clear that VIA had its own agenda to attack the low-end with its own processor. Now, think of it, what was AMD management thinking when it let VIA be the sole source for the PC133 chiset all this time? It doesn't matter how at where it gets done. I couldn't care less how it was done. If internal resources were not available that doesn't mean it couldn't be done. One way it could have been done is if AMD guaranteed ALI or some other chipset vendor a guaranteed business, say 1Mu for 2 or 3 quarters in a row. Another way would have been to fund a chipset startup. Another way could have been to get someone like Alpha who is already working on SMP chipsets to take on an additional design. <Just what is so damned important about the 3 wk delay on the Via chipsets that AMD SHOULD DROP EVERYTHING and allocate their resources to that. > That is you think this is a 3 week delay shows how far off you are on facts. The delay is more like a full quarter and that too just before the second highest selling season of the year. <The simple truth is that all of AMD'S dURON AND t-BIRD PRODUCTION IS SOLD OUT. > The simple truth is that AMD left about million units woth of business in Q2. <To delay the Hammer or the 760 because Via or other vendors might have problems is ridiculous. > That you think that is the way it needs to be shows a serious lack of understanding of this business. <Secondly, the 750 chipset works with Duron. The OEM's prefer Via's chipset. Thats their right.<<<<>> Gee I wonder why the OEMs did not introduce a brand new platform for H2 2000 with PC100, AGP2 and other cutting edge features of 750 chipset. <I am sorry if you feel offended that I had the timerity to ask what you are talking about, but I will not apologize for it and I am still waiting for an answer.> The issue is not temerity and you know that. Apologizing for mistakes show a level responsibility and maturity that I have come not to expect from typical SI poster. Goes with the territory. Chuck