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

AMD 223.02

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12:56 PM EST

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To: Paul Engel who wrote (3697)	1/12/1998 6:54:00 PM
From: Buckwheat	Read Replies (1) of 6843

Paul,,, RE 3 million chips.... [[So what is 3 million processors? 3,000,000/22,800,000 = 13%. In a 13 week quarter, this represents 1.7 weeks worth of production. With Intel's two major customers - Compaq and Dell - both using BTO (Build to Order) manufacturing techniques - and HP and IBM and Gateway quickly following, Intel needs to be able to ship large amounts of CPUs FROM STOCK on a moments notice.]] My first question is... is this 3m inventory mobile computer cpus? If so... Is this 1.7 weeks of inventory based on all type chips normally in inventory or does this represent 1.7 weeks of notebook processors usually in FG inventory. Correct me if I am wrong but there is a difference in some (most?) instances. Will these chips plug into and operate in just any pentium system or are they reduced voltage or special connect chips that are designed for notebook only systems? 3 million chips is a pretty sizeable inventory of chips destined for the mobile computer market. How big was the mobile computer market last year? I don't think Dell, Gateway, COMPAQ, IBM, and HP sold much nore than 3 million mobile computers for the entire year, much less in any given 1.7 week period. Buckwheat

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