Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Process Boy who wrote (78679)	11/5/1999 12:12:00 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 1574692

RE:"If you believe the CC and ML reports over the last couple of days, THERE IS NO INVENTORY. The things are going somewhere. Where do you think they're going?? Or do you think it's just smoke and mirrors? <VBG>"... You haven't been reading Pauls posts...I thought Intel may be stockpiling Floppermines but he suggested they just shut down production when they figured out there were no i820s, motherboards with 2 RIMM slots and not enough "new" RAMBUS. This would account for "NO INVENTORY" (BECAUSE THE INVENTORY HASN"T BEEN MADE IN SUFFICIENT QUANTITIES YET, IF IT HAD it would be all over pricewatch)... Jim