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Politics : Formerly About Advanced Micro Devices
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To: Petz who wrote (63244)6/24/1999 11:45:00 PM
From: Charles R  Read Replies (2) of 1572200
 
Petz,

<Yes, the big bulk of this inventory must be 350's, >

I have seen a few others say this. Where does this info come from? Actually a case can be made that HP and Compaq were mostly using sub 400 MHz parts and hence the depressed ASPs for Q2. That should result in mostly 400MHz and above parts for Q3.

Anyone with pointers to backup statements about AMD being stuck with sub 400 MHz inventory?

Chuck
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