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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (63167)	6/24/1999 2:07:00 PM
From: Charles R	Respond to of 1572671

Tenchusatsu, <why does AMD have an inventory of two million K6-2 parts? How fast are they, and why couldn't AMD sell them off as soon as they were hot off the line? You realize that every day that inventory loses value until sooner or later they become as cheap as popcorn parts.> Jerry thought they could sell all they could build. And he says, he walked away from biz because the prices will be low and he expects better pricing after Cyrix's exit. Take that for whatever you think it is worth. <Besides, AMD's own target is for hundreds of thousands of Athlons manufactured in Q3. What makes you think that AMD can even think about cranking out a million in Q3.> Well, they made lot more than what people though they could last Q. I am just looking at available wafer starts, throwing in the over 2Mu K6s available from last Q, and making some guesses. Chuck