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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 214.11

+3.9%

Nov 26 3:59 PM EST

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To: DRBES who wrote (1805)	10/29/1997 2:59:00 PM
From: Yougang Xiao	Read Replies (1) of 6843

<<Suppliers on PriceWatch that I have check with directly report that both K6-233 and K6-200 parts are as tight as they were last summer.>> With two months left to finish Q4, assuming that as of today AMD produced somewhere between 400K to 500K K6 (should not be more than this range since the anticipated big break is yet to come around 11/15), then, AMD said that they have more than 100 customers at the end of Q3(OEMs I assume), on average, each customer would get 4000 to 5000 K6. As xmas is approaching, would it be reasonable to think that AMD feeds all available K6 to OEMs to propare the holiday selling season? And as a result retail channels are tight.

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