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Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 223.05-3.1%3:43 PM EST
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To: Paul Engel who wrote (3670)1/12/1998 2:42:00 PM
From: Ali Chen  Read Replies (2) of 6843
 
Paul: <3 million CPUs ... represents 1.7 weeks of Intel's production schedule - which represents a very small level of inventory.>

3 million unsold CPUs even at $100 ASP represents $300,000,000 loss in revenue. Last quarter, when intel missed flash sales by $60M and 3c in earning estimates, there was a big dissappointment on the Street. These 300M are 5 times bigger.
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