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Politics : Formerly About Advanced Micro Devices
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To: A. A. LaFountain III who wrote (53588)3/29/1999 8:25:00 PM
From: Paul Engel  Read Replies (2) of 1572918
 
Tad - Re: " 2) the vendor has started flooding the market with additional supply; or "

Possibly - for a reason -

AMD said 400 MHz Kmart 62's wouldn't ramp up until late in Q1, so the ramp is just beginning.

Now, the likely scenario is that IBM and Compaq have been receiving LOW QUOTAS of these chips, and have adjusted their manufacturing accordingly.

The "sudden" spurt in availablity then means that AMD has no customers for $150 Kmart 62's at 400 MHz so they drop the price almost daily until some customers show up.

Not a good business plan.

Paul
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