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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (63382)	6/25/1999 4:24:00 PM
From: kash johal	Read Replies (3) of 1571832

Jim, Re:" I'm also hearing that a lot of the 2.3m inventory is a stockpile of high MHz chips making way for K7 space." I don't think this is the case unfortunately. AMD said they supplied the tier 1 guys ans sales there were OK. Most tier 1 guys sell the high speed stuff. I am sure it was folks like e-machines and far east customers that typically buy low speed grades that the dumping occured. I listened to Cyrix's conf call last night and they sold approx $36M of product last quarter. I imagine that was dumped in the $18-20 range suggesting about 2M pcs dumped. Additional parts ~ 1M+ were probably dumped in June. So maybe 3M total. AMD ended up 1.3M short on the 5M plan for Q2. Intel is allegedly 1.5M short on their 26M plan for Q2. It would seem to me that most of packaged inventory at AMD is likely to be low speed grades. I suspect they held off on packaging/testing some of the wafers in June and this inventory is likely to be >50% 400Mhz (just the normal bin-splits). Regards, Kash

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