Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (91899)	2/7/2000 10:44:00 PM
From: Charles R	Read Replies (1) of 1575775

Kash, <Talks about 1Ghz AThlon before Q2 and 1.4Ghz by year end. Very Very bullish IMHO :{===============================} Copyright Salomon Smith Barney (c)> I am glad you are excited by something that has showed up on this board for a while ;-) <Checks with DRAM makers found OEMs not taking their full allocation, with anecdote suggesting the OEMs could have a full four weeks of inventory in their hubs, while the manufacturers likely have similar quantities on their shelves. As the scramble to avoid stocking product continued last week, DRAM makers were once again shopping large quantities of mainstream product at a discount to spot. Indeed, Micron (MU, 3S) and Samsung, who prefer direct sales over spot market transactions, have been active in the spot market in recent weeks."> This is bad news. Clearly out of sync with the message Intel management has been sending out. This should dramatically increase CuMine availability as the double bookings and ghost orders disappear from the books. Q2 could get ugly fast. Chuck

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