Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tejek who wrote (66914)	7/29/1999 7:48:00 PM
From: Tenchusatsu	Read Replies (2) of 1577900

<If AMD sells 1 million, and intc loses sales, it will be in the same position as AMD and the K6's in Q2. Demand is not as elastic as you present in this post ......at least not in my experience.> I've heard a couple of different views regarding AMD's inventory of 2M K6-2's in Q2. The first one was that demand wasn't as strong as AMD had hoped. The second one was that demand was indeed there, but AMD lost customers because of the Q1 manufacturing snafu. In either case, I seriously doubt that Intel will end up with a bunch of unsold Pentium III's in inventory. Intel will sell them off one way or another, even if it means dropping the price and moving them down from the high-end to the mainstream mid-range market. And that's the worst-case scenario, in my opinion. Tenchusatsu

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next