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

To: Process Boy who wrote (92511)2/11/2000 1:36:00 PM
From: DRBES  Read Replies (1) | Respond to of 1573807
 
re: "This quarter is still going to be pretty tough though, IMO."

For whom: AMD, inteL, or both?

Regards,

DARBES



To: Process Boy who wrote (92511)2/11/2000 1:46:00 PM
From: Charles R  Read Replies (1) | Respond to of 1573807
 
PB,

<It still doesn't deter my stance that as capacity improves, there is more of an opportunity to build inventory pre-launch. This quarter is still going to be pretty tough though, IMO.>

Very well said.

Regarding if it can happen in Q2: the issue here is the time it takes to build inventory. Looks to me like it is going to be mid-April to build reasonable volumes on 850/866 speed grades.

What is your take?

Chuck


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