Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 211.54

+0.4%

10:44 AM EST

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To: Joe NYC who wrote (4884)	8/13/2000 11:18:04 PM
From: porn_start878	Read Replies (1) of 275872

I agree partially, those sales are gone forever. But the CPUs are not. If we are facing the rest of Q3 and Q4 that will both be supply limited, having those extra CPUs on-hand will be helpful. Indeed, it seems likely that AMD is limiting is production because of the mobo shortage. Here is a quote from the Q3'99 CC : Q: If we took away the uncertainty about Taiwan, and you took away demand issues, how much do you think you would have been able to do, how many Athlons would you have produced? -- A: Historically, a million units in the second quarter of a full production was not unreasonable, 1.5M in the third quarter. This is an example of what might have happened had the Taiwan issue not come about. jc-news.com There is another quote says that AMD do all the possible to prevent from building inventory; I can't find it back... So it's likely that the inventories aren't over 200K. Maqs

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