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

To: ajbrenner who wrote (87176)	1/14/2000 12:09:00 PM
From: Charles R	Respond to of 1576159

AJB, <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.> I think Athlon limitation in Q4 was motherboards. SO, Athlon inventory probably did not help much (unless Jerry says that by the end of the quarter they have cleaned up everything). My thinking is that only K6 inventory would have paid off in Q4 (given Athlon infrastructure support issues as above). Chuck