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

To: Charles R who wrote (87095)	1/14/2000 7:06:00 AM
From: ajbrenner	Read Replies (1) \| Respond to of 1575758

Re: "I think they could have if they were sitting on inventory going into the quarter or if they saw this coming and went overtime on the manufacturing side." Charles, What about the 200k of unshipped Athlons left over from 3 Qtr? Granted 200k units by itself is not a large amount, but if AMD ships 1mu from the 4th Qtr and the 200k from the 3 Qtr that's a 20% upside from inventory. Not to bad at this point in the ramp. Also consider that the cost of those units where paid for last Qtr and they where probably lower speeds (500-600) which would bode well for ASP's if more of the 600's or higher where produced this Qtr. ajb