Compaq Message Board - Msg: 3991538

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Andreas who wrote (24044)	4/7/1998 6:37:00 PM
From: rudedog	Read Replies (1) of 97611

In other words, CPQ substantially reduced purchases of amd chips in the first quarter. Andreas - Not correct at least as far as CPQ is concerned. CPQ has been unable to get enough K6 chips for their consumer products, which have been in heavy demand since 3rd quarter and are now on allocation (as are the K6 chips). CPQ has no AMD processors in the excess inventory products - these are commercial desktops which are exclusively Intel based, pentium 166 and 200 MMX desktop systems for the most part, with a few pentium pro server products. I don't know what other products AMD makes, but my understanding is that they have had yield problems on the K6 which have kept volumes below expectations. There is simply no truth to the idea that CPQ has AMD products in the excess inventory pool.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next