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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (109218)	5/3/2000 11:15:00 AM
From: chic_hearne	Read Replies (1) of 1576613

Re: Further 250 K is hardly a big inventory of chips. ted, Based on a 13 week quarter, AMD manufactured roughly 100K Athlons per week. So, 250K in inventory represents 2 1/2 weeks of production. Let's further assume that this 250K are the chips made at the end of the quarter, so that means anything made after March 13th (roughly last 17 days of the quarter). The most nimble of computer makers, DELL, runs an inventory turnaround of 12 days (not sure on this, but I believe this is the number). Also, it takes at least another day or two to deliver the chips. Most companies don't operate at efficiently as DELL. I think a reasonable estimate for most of AMD's customers for the time that AMD qualifies the chip until the OEM's delivers the finished good is 20 days. Based on my guesstimates here, having the last 2 1/2 weeks of chips classified as inventory equals SOLD OUT chic

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