SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Process Boy who wrote (92511)2/11/2000 1:46:00 PM
From: Charles R  Read Replies (1) of 1573911
 
PB,

<It still doesn't deter my stance that as capacity improves, there is more of an opportunity to build inventory pre-launch. This quarter is still going to be pretty tough though, IMO.>

Very well said.

Regarding if it can happen in Q2: the issue here is the time it takes to build inventory. Looks to me like it is going to be mid-April to build reasonable volumes on 850/866 speed grades.

What is your take?

Chuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext