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 (88661)	1/21/2000 12:09:00 AM
From: Buckwheat	Read Replies (1) of 1576346

Tejek, Amd has little choice but to grow inventories. But I would hope that they are holding the highest speed grades in inventory. These can be carried for the greatest length of time and still make a decent contribution when sold. AMD's worst nightmare is to be caught short again when customers put demands on them (forecasted or unforecasted). Just a few of the things that inventory will provide for are: Orders from new customers Orders for new model lines/SKUs from present customers Buffering for the Socket A intro and ramp up glitches Buffering for slow or inadequate Socket A support from infrastructure partners AMD's roadmap has a lot of sharp curves over the next year, and I'm sure both AMD and their customers will feel a little more at ease with some good insurance. I think Jerry hinted during the cc that they might be more concerned about having too little inventory as opposed to too much. Buckwheat

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next