Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (88629)	1/20/2000 7:50:00 PM
From: survivin	Read Replies (1) of 1577143

inventory Mani, Initially, I was very concerned with the apparent 400k glut of athlons. However, after some exploring, I now share your belief that this is a minor issue. No one has included the inventory both gtwy and Hp certainly had on hand pre-Jan. 1st. As Jerry eloquently explained to the analyst who questioned their sales recordings, cpus are not considered "sold" until in the hands of the end user. HP has been selling athons since early Jan. in Sam's clubs and costco. We all know gtwy was ready to launch in early Dec until "reassurance" came from intc. Is it a stretch to assume they had 100k cpus (or more) between them not "sold"?

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