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Politics : Formerly About Advanced Micro Devices

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To: Aaron Cooperband who wrote (92727)2/12/2000 5:08:00 PM
From: tejek  Read Replies (2) of 1574063
 
I haven't seen mentioned anywhere the source of these additional sales. Has AMD increased their production capacity allowing them to sell more low end product, or has AMD simply found a buyer for the unsold inventory they've been carrying for so long?

If its the second case, I wouldn't get overly excited about the additional sales.


Most likely demand didn't slacken like it normally does after the all important Xmas quarter, and so AMD kept production levels up at their Xmas highs. Another example, I might add, of AMD's tight control over production and its excellent execution.

BTW AMD's inventories are well balanced with current demand unlike some other chipmakers, most notably Intel.

Its sounds like you been on a long trip and are not up with the lastest developments.....your comments seem somewhat dated.

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