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

To: Jim McMannis who wrote (91359)	2/3/2000 6:34:00 PM
From: Process Boy	Read Replies (1) \| Respond to of 1575583

Jim - <At least AMD doesn't seem to have a problem with production/yield.> [Sigh]. I know the production numbers. They are essentially on track. And currently Intel is trying to squeeze the blood from the turnip to get the situation more palatable. I don't like the availability situation either, but it should be much better by the end of the Q. PB

To: Jim McMannis who wrote (91359)	2/3/2000 7:01:00 PM
From: Windsock	Read Replies (8) \| Respond to of 1575583

Jim - Re: "At least AMD doesn't seem to have a problem with production/yield" AMD does have an inventory problem with the Athlon processor. Make a million in Q4 and end up with 40% of that in inventory. Athlon prices are dropping like a rock in the grey market because of the large inventory overhang. In the meantime, Ford announces a plan to provide to provide internet access for its employees using 300,000 HP PCs with Intel processors. yahoo.cnet.com

To: Jim McMannis who wrote (91359)	2/4/2000 2:24:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1575583

McMannis - My Favorite JaJaJA Man ! Re: "At least AMD doesn't seem to have a problem with production/yield." They sure don't !! AMD was able to produce 1 Million AthWipeys last quarter - and were quite fortunate to find customers for 800,000 of them. Couples with the 250,000 leftover Wipey's from Q3, AMD has a comfortable 450,000 Wipeys in inventory, as they rolled into the new Millennium. I wonder how many will be left over at the end of this quarter ? HMMMMMmmmmmmmmm....... Paul