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

To: Process Boy who wrote (90597)	1/31/2000 11:11:00 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 1571681

PB, They would cascade into the existing line even when there are numerous errata in the old parts and low yields of high speed parts that result in cancellation of booked orders? I would expect them to fluxh the line of bad parts and then make good ones...this is what we have...cancellations of booked orders etc? Or were the booked orders cancelled to allow Intel to get the spot speculators out of the order queue and make sure genuine board planters were getting the parts? Manufacturers have been know to do this as the spot specs soon get to know when a shortage exists and they then order more to lock up the parts flow and continue to sell them speculatively. These speculation peaks typically collapse in about three days when the buyers can get the parts direct.....as you have seen a few times with memory, they can also climb fast. Bill