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

To: Charles R who wrote (78415)	11/2/1999 11:31:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1571443

Charles, Here is another thing that may interest you. Copied from JC's News ( 99/11/02, 10:30pm update ) :: jc-news.com ___________________________________________ A wonderful fellow whom in the past I've referred to quizzically as Investor A had a very interesting comment to make, though you should read it with tentative caution: "If my understanding of the Athlon serial numbering procedure is correct, I believe AMD should just be exceeding the 1M units-shipped per qtr run rate this week or next. This means that they could reasonably ship at least 1.2M units for the quarter (which is effectively only 12 weeks long) by the end of this year if they maintain their ramp rate." Interesting, no? This scenario breaks past my personal "best case" (since the number shipped can't be too much above the number of motherboards produced, and can we really believe that over a million Slot-A motherboards will have been produced in this quarter alone?), but I am very interested in this approach to counting Athlons. If anyone has a spare Athlon, feel free to post your number on the Message Board jc-news.com (keep it all in one thread, if you can<g>), so we can try to independently figure out if the serial numbers have a relation to number of chips produced/shipped. jc-news.com ___________________________________________ As JC mentioned, please apply tentative caution to this info. Regards, Goutama