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Politics : Formerly About Advanced Micro Devices
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To: Charles R who wrote (63276)6/25/1999 12:10:00 AM
From: Elmer  Read Replies (1) of 1572208
 
Re: "Actually a case can be made that HP and Compaq were mostly using sub 400 MHz parts and hence the depressed ASPs for Q2. "

If they were using mostly sub 400MHz parts and still AMD was left with an inventory of 2 million sub 400MHz parts, that says the vast majority of AMD parts were sub 400MHz. This is a process out of control. This is the same process the K7 will be manufactured on. Draw your own conclusions.

EP
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