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

To: Charles R who wrote (63276)6/25/1999 12:10:00 AM
From: Elmer  Read Replies (1) | Respond to of 1572172
 
Re: "Actually a case can be made that HP and Compaq were mostly using sub 400 MHz parts and hence the depressed ASPs for Q2. "

If they were using mostly sub 400MHz parts and still AMD was left with an inventory of 2 million sub 400MHz parts, that says the vast majority of AMD parts were sub 400MHz. This is a process out of control. This is the same process the K7 will be manufactured on. Draw your own conclusions.

EP



To: Charles R who wrote (63276)6/25/1999 12:50:00 AM
From: RDM  Read Replies (2) | Respond to of 1572172
 
My understanding of the CC was that the distribution of chips was half below 400 and half 400 and above. This is also the current yield and is the expected yield going forward. Mobile chips may be included in this or not.

The unsold chips are not just slow speeds. Jerry held back selling
400 and above against bundled sales to not slaughter the price.


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