Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (88607)	1/20/2000 5:22:00 PM
From: Charles R	Read Replies (1) of 1577664

<I'm slightly nervous about the reports of unsold Athlons.> I wonder if Paul's FUD is working ;-) I share this concern to a very small extent. But to put it in perspective, 300ku inventory isn't much especially if you consider that AMD had several problems in Q4 that probably made a mighty difficult for them to plan (IBM announcing pulling out of retail, NEC problems, motherboard supply problems, FIC motherboards not working above 650 for a period of time, and all the other assorted motherboard/OEM stories that we have heard). AMD paid pretty high penalty (lots of lost Christmas sales) by not getting the Athlon motherboard issues out of the way in Q2/Q3.

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