Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (43052)	12/8/1998 10:55:00 PM
From: TGPTNDR	Read Replies (1) of 1585114

Jim, Re: <As far as clearing out high end inventory, that's an interesting suggestion...they can always down-bin...> I doubt they are worrying about much but how much they can pump Q4 earnings with inventory of High priced fast P-IIs. They will down bin to the extent that their sales reps.(The computer makers) can't bait and switch, but I think they will make their 10% earnings improvement on the strength of their unsold 400MHz & above chips. Remember that $one of inventory = $one of revenue, except that there is still some work to be done & the inventory depreciates rapidly in this business, especially when price cuts are announced after the quarter closes. Watch for it to happen. tgptndr tgptndr

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