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Politics : Formerly About Advanced Micro Devices
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To: Goutam who wrote (79916)11/15/1999 1:14:00 PM
From: Charles R   of 1581854
 
<According to CTech Taiwan [http://www.ctech.com.tw/d-news/news/info/88111309.asp ] , AMD will ship a total of 1.5 million K7s by the end of 1999, and about 100,000 of these K7s may be "homeless" due to the shortage of Slot-A motherboards. >

Does anyone know if there is a language converter that converts Chines to English (like the AltaVista engine)? Or, is there someone on this thread with the language skills to tell us if the article says anything more?

<Ctech made an estimation and concluded that out of the 1.5 million K7s, .....>

Taiwanese reports are consistently claiming 1.1-1.2 Mu for this quarter. (ans so are some analysts)

But, I haven't come across any analyst taking this into account for Q4 earnings number. Anyone seen otherwise?

If AMD does about 4.3-4.4Mu K6s for the quarter and 1.1-1.2 Mu Athlons this quarter, either the earnings should be revised upwards over the next few weeks or there could be one hell of a January surprise for these folks.

<AMD obviously is aware of this issue, and has allegedly made bold promise of buying out the motherboards if a motherboard maker makes but fails to sell its Slot-A motherboards. >

If the rumors are true, AMD management is getting a little bit more aggressive about the platform issues. This is good to hear.
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