Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Gary Ng who wrote (95081)	2/25/2000 1:20:00 AM
From: tejek	Read Replies (1) of 1577103

Yes, as I said, no one wants to be completely sold out. But what I would like want to know is if that 800k figure sold was all that the market demand or the 1M( or 1.1M?) that AMD made is the max the could make so in order to make sure they had some inventory left, they some how 'refuse' to sell more ? Gary, I wasn't there when they were making the decisions; however I assume the chip business works like most businesses...your customers submit their orders for the upcoming quarter....you base your production decisions on those orders plus your estimate for what additional orders may come in unexpectantly during the quarter. I don't know what kinds of margin of error AMD or Intel employ in their calculations but neither is new to the business. What I don't know is whether 200-300 K chips in inventory is a reasonable number when you produce 1+ million during the quarter. But with AMD I am not concerned because with the Athlon their cpu business is expanding quickly. ted

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