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: Burt Masnick who wrote (70621)	9/1/1999 5:38:00 PM
From: Jim McMannis	Read Replies (2) of 1574386

Burt, RE:"Mani Re <<My source for this information has been very reliable in the past - as you know.>> Sorry to inform you but Paul was dead on with his info well before it was public knowledge several times. For example, a few months back he was the first I saw posting that there was a huge overhang of unsold K6 chips and was the only one posting that info (from his sources) back then. He was abused verbally with great sarcasm back then on this thread, and was dead right. I think the only issue here is whether his sources were/are accurate in their assessment."... I believe Paul said there was an overhang of 1 million chips, not the actual 2.3 million. I believe that AMD typically has about 600K chips normally on hand at the end of a quarter. So where's the great call? I'd call it a tenuous call at best and no call at worse. Certainly not "dead on". Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next