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

To: Burt Masnick who wrote (70621)	9/1/1999 4:30:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1574320

Burt Re <<Sorry to inform you but Paul was dead on with his info well before it was public knowledge several times.>> Nothing to be sorry about. I follow this thread more closely than you, Paul was NOT dead on with 2.6 core voltage and 60 power dissipation (both came from his "sources")! Do you understand this Burt? Having said that, I obviously respect his statements to follow up on it and I have already admitted that his statement does have me concerned. Re <<He was abused verbally with great sarcasm back then on this thread,>> Don't worry Burt, Paul is more than capable to hold his own on that front! Criticize when it is due, give credit when it is due. Mani

To: Burt Masnick who wrote (70621)	9/1/1999 5:38:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1574320

Burt, RE:"Mani Re <<My source for this information has been very reliable in the past - as you know.>> Sorry to inform you but Paul was dead on with his info well before it was public knowledge several times. For example, a few months back he was the first I saw posting that there was a huge overhang of unsold K6 chips and was the only one posting that info (from his sources) back then. He was abused verbally with great sarcasm back then on this thread, and was dead right. I think the only issue here is whether his sources were/are accurate in their assessment."... I believe Paul said there was an overhang of 1 million chips, not the actual 2.3 million. I believe that AMD typically has about 600K chips normally on hand at the end of a quarter. So where's the great call? I'd call it a tenuous call at best and no call at worse. Certainly not "dead on". Jim