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Politics : Formerly About Advanced Micro Devices

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To: Cirruslvr who wrote (63240)6/24/1999 7:53:00 PM
From: Petz  Read Replies (2) of 1572207
 
Crslvr, re:<I think AMD is sitting on quite a few worthless 350s>

Agree and disagree. Yes, the big bulk of this inventory must be 350's, or possibly only the 350's were sold to distributors, depressing the price. (AMD can't count them "sold" until the primary distributors sell them.)

Disagree on "worthless." $30-35 x 2 million chips = $60-70M, which is good if they are being valued at "cost" of ~ $20/chip.

Petz
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