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

To: Petz who wrote (63244)6/24/1999 9:58:00 PM
From: Cirruslvr  Respond to of 1572159
 
Petz - RE: "Disagree on "worthless." $30-35 x 2 million chips = $60-70M, which is good if they are being valued at "cost" of ~ $20/chip."

I said worthless because some analyst estimated it costs AMD $30 to make chips, but if it is closer to $20 that is better, but still close to worthless. ;)

And the thing you brought up about the valuing of inventory may be able to be answered by Toni Beckham after the actual earnings come out.



To: Petz who wrote (63244)6/24/1999 11:45:00 PM
From: Charles R  Read Replies (2) | Respond to of 1572159
 
Petz,

<Yes, the big bulk of this inventory must be 350's, >

I have seen a few others say this. Where does this info come from? Actually a case can be made that HP and Compaq were mostly using sub 400 MHz parts and hence the depressed ASPs for Q2. That should result in mostly 400MHz and above parts for Q3.

Anyone with pointers to backup statements about AMD being stuck with sub 400 MHz inventory?

Chuck


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