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

To: Windsock who wrote (91398)	2/3/2000 8:10:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1576613

Bookmarked in the "Stupid SI posts" file. [tm PB] What a maroon. commerce.us.dell.com "Please contact your sales representative for more information as estimated ship dates for the Pentium© III Processor at 800MHz will exceed 30 days." Get out a crayon Jimbo..... Make it so, Mysef

To: Windsock who wrote (91398)	2/3/2000 8:12:00 PM
From: Jim McMannis	Respond to of 1576613

Winsock, Sorry, I wasn't here for the AMD conference call. Did AMD say they had 200k or 400k Athlons in inventory at the end of Q4? How exactly was this worded? So, you have been shorting AMD? Jim

To: Windsock who wrote (91398)	2/3/2000 8:27:00 PM
From: Bill Jackson	Respond to of 1576613

Windsock, A statement comes to mind... " Parts gets you through times of no money better than money gets you through times of no parts" with apologies to Gilbert Shelton, creator of the Fabulous Furry Freak Brothers, the original quote referred to grass and money. Well Intel has no parts and AMD has no money....whose customers are happiest? Bill

To: Windsock who wrote (91398)	2/3/2000 10:25:00 PM
From: Petz	Respond to of 1576613

Windsock, re:<AMD Athlon inventory> In Q3, they made 350K and sold 200K (no motherboards) In Q4, then sold 800K, shipped 900K and made 1000K So there's a total of 350K to account for. At least 100K of these are just to fill the distributors inventory. This number will not go down. I suspect no shipments were made to Gateway in Q4. Why "book" a sale when 1)Gateway would rather show cash on hand rather than more inventory and 2)AMD would rather save some sales for Q2. Gateway probably took a shipment of 50K Athlons shortly after the close of the quarter. So the real "inventory" is about 200K Athlons. That is barely enough Athlons to convince a Tier 1 that there is an adequate supply for a new SKU. After all, Gateway alone has got to be selling over 100K a month. Petz

To: Windsock who wrote (91398)	2/4/2000 1:49:00 AM
From: Goutam	Respond to of 1576613

Windsock, re: 200K on hand at the beginning of Q4 plus 1 million manufactured minus 800K sold equals 400K inventory at the end of Q4. I thought you would stop this nonsense after a couple of posts,but noooo... Let's look at your original statement again - " AMD does have an inventory problem with the Athlon processor. Make a million in Q4 and end up with 40% of that in inventory." According to you - 40% of that ( your use of "that" was clearly referring to the 1 million CPUs made in Q4) were left in the inventory. Now, I advise you to check your math again. (Hint: 350K CPUS unsold from 1.35M made in Q3+Q4 - or- 200K unsold from the 1 Million made in Q4 -or- 350K leftover from 1Million made in Q4 + 150K from Q3) Goutama