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Politics : Formerly About Advanced Micro Devices
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To: Dan3 who wrote (92740)2/12/2000 5:51:00 PM
From: Aaron Cooperband  Read Replies (2) of 1574125
 
Dan3 -

Re: "FAB 25 could produce 10 million K6-2's and still produce more than 8 million Athlon die"

I assume by AMD's inventories that they weren't supply-constrained as of year end.

For that reason, I must assume that they've either found additional buyers for incremental product, or that they've found a buyer for their unsold inventory. One has greater implication for increased earnings than the other.

Aaron
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