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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (119924)7/10/2000 1:08:23 PM
From: Joe NYC  Read Replies (1) of 1574059
 
Chuck,

By all indications the 933s will not become plentiful until C0.

I must have missed this while I was on vacation. Another stepping? I thought the last stepping (April / March timeframe) was suppose to deliver flood of 1GHz parts by June.

P.S.: Unfortunately for us longs, the delta between actual AMD processor shipments in Q2 and 7.5Mu indicate the units that AMD did not ship because of motherboard problems.

Where did you get the 7.5 Mu number?

BTW, I agree that the lack of chipsets appears to have been the cap for Q2. Using the conservative measurement AMD is using, I don't think Thunderbird and Duron parts made a significant contribution in the last quarter.

I hope the back-to-school market will be terrific, because AMD will have a ot of parts to sell this quarter.

Joe

PS: I think th inventories will be up
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