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

To: kash johal who wrote (63384)	6/25/1999 4:32:00 PM
From: Yougang Xiao	Respond to of 1571821

Kash: <<Most tier 1 guys sell the high speed stuff.>> Both CPQ and HP came out with boxes powered by K6-2 350. These boxes have the cheapo shared video memory stuff and sell for around $599. These two boxes may well be the volume leader both at CPQ and HP. So, MAYBE, there is a little truth to Jim's report.

To: kash johal who wrote (63384)	6/25/1999 4:36:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1571821

Kash, I just have trouble rationalizing why AMD would make 6M chips when they must have known they were only going to sell 3.7M... Yields and bins got a lot better at the end of the quarter...so either they were stupid or they decided to keep on producin' and stockpilin' fast chips.... Jim