Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 210.78

-4.8%

Dec 12 9:30 AM EST

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To: kapkan4u who wrote (116839)	3/10/2004 4:36:47 PM
From: THE WATSONYOUTH	Read Replies (1) of 275872

Didn't Mr. Bryant explain the larger CPU inventory at the end of Q4 as being the result of the transition to Prescott? Did anybody check the dumpsters lately? Yes.... I think I heard him say they had to inventory a large number of .13um P4s because they were not sure when/if Prescott would ship. Maybe Prescott is in more trouble than we even know. Does anyone sense an Intel move of Dothan to the low end desktop? Don't know if/how they could still demand such premiums for mobile though. Anybody?? THE WATSONYOUTH

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