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

To: Paul Engel who wrote (71569)	9/9/1999 9:48:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573889

<That will result in FEWER Athlon orders at some time in the VERY NEAR FUTURE - most likeley already happening now - as manufacturers don't want to get stuck holding inventory that DOESN'T MOVE !> I think I have already said that AMD lost the back-to-school opportunity and they don't have anyone but themselves to blame for it. With respect to manufacturers holding inventory, Q3 was supposed to be a few hundred ku - i.e., no one OEM is probably holding more than 100Ku. So, this is probably not a big issue. Now, the BIG question is can the units get sucked up in Q4 without having to resort to serious ASP drops. I think the answer is yes if they can clear the stuff out before CuMine introduction. If not, things are going to get ugly for everyone real soon - and I would be on the sidelines watching the show.