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

To: Ali Chen who wrote (66090)	7/19/1999 2:34:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1574096

<Don't you think that 2-3M of K6 chips in inventory somewhat contradicts your presumption?> How fast were those unsold chips? You'd think that if AMD were able to yield every K6-2 at 400 MHz and above, they wouldn't have this inventory to begin with? Tenchusatsu

To: Ali Chen who wrote (66090)	7/19/1999 4:00:00 PM
From: Elmer	Respond to of 1574096

Re: "Don't you think that 2-3M of K6 chips in inventory somewhat contradicts your presumption?" What I was referring to was not this quarter but about a year ago when Jerry repeatedly said the yield problems had been fixed only to admit at the earnings announcement that yield problems still plagued them. The excess inventory this last quarter was probably due to binsplit problems. If AMD could reliably predict their speeds, they wouldn't have packaged those excess die. IMHO. EP