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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (125729)10/10/2000 7:21:48 PM
From: EricRR  Read Replies (1) of 1571834
 
So CPQ would have no recourse but to drop its Q4 order to 200k, or 500 k less than expected. If everyone did that, then AMD's Q3 will look great but Q4 guidance will have to be reduced.

But this doesn't work, because at the rate clock speeds are going up the shipment would lose almost half its value in that period of time. (3 months) Or maybe it would work at a company whose clock speeds aren't going up very fast, but that wouldn't be AMD!
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