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Politics : Formerly About Advanced Micro Devices
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To: Paul Engel who wrote (57181)5/4/1999 8:12:00 PM
From: Cirruslvr  Read Replies (2) of 1573098
 
Paul - RE: "And you should worry - AMD is reported to be sitting on 900,000 to 1,000,000 K6-2 parts slow & FAST - that they are having trouble to unload."

Didn't someone say there was a possibility AMD wrote off in Q1 earnings the low MHz K6-2s that weren't sold yet and that were made during the mask problem?

From the Q1 press release:

"The results for the first quarter include a charge of $15,016,000 for restructuring and other special charges."

amd.com

That could possibly take care of the slow chips you speak of, but not the FAST ones. AMD has always had strong demand for the K6-2. Why would that demand start to wane all of a sudden? From my biased perspective, I don't see that happening.

Also, in this message by you Message 9317507, you said this -

"My source - which is "third hand" - comes from an AMD source in
the Pacific Rim area. Apparently, orders for these devices are
slowing to a trickle.

You may want to see if you can spot some low-ball K6-2 pricing
in that region as AMD attempts to unload these parts at very low
prices - before they become "obsolete"."

Assuming you are right about the region and that AMD has 9E5 - 1E6 K6-2s they are trying to unload leads to an assumption that AMD has a LARGE portion of its business in the Pacific Rim area. I can't find all my notes from the Q1 CC, but I believe someone asked what AMD's breakdown of overseas sales was (I think it an overall number, but since chips make a great portion of their revenues we should be able to work with it). If anyone has that number (Tad may possibly have it), we can see if Paul's number jives in any way with what AMD says.

I personally think 9E5 - 1E6 lame K6-2s seems too much for that region. That range would only make sense if demand there was practically ZERO.
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