Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (105576)	4/15/2000 2:14:00 AM
From: Joe NYC	Read Replies (4) of 1570158

Elmer, #1 that AMD is selling all the Athlons they can make. They're not because Athlons are stacking up in the warehouse from lack of buyers Someone presented a theory (based on a rumor if I recall correctly) that AMD had some problems with packaging the chips in the Slot A cartridges, and that packaging was actually the bottleneck. I am having hard time accepting the "demand constrained" scenario. I base it on 2 facts: * Intel can't satisfy demand for chips across all segments (maybe excluding Xeon) * AMD sold out all the K6 chips they could make * Boxmakers can't sell enough boxes because they are lacking parts, especially CPUs. Under these assumptions, where everything is sold out, why would only Athlon be sitting in the warehouse? Joe

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