Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Goutam who wrote (99577)	3/23/2000 1:48:00 PM
From: tejek	Read Replies (1) of 1571200

This is what I have noticed by monitoring Microexpress and Insight online data - - Their stocks of low MHz cumines have exploded in the recent weeks. - Their stocks of Athlons have dwindled to very few parts after the Feb price cuts. This indicates to me that Athlons are presently capacity constrained. Goutama and Charles; Have you guys thought of working with AMD on marketing strategies?!! Nice analysis and deduction. If you are correct re capacity constrained Athlons, then that should be confirmed with an earlier than expected opening of Dresden, currently slated for the end of Q2 I believe. Do you agree? ted

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