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

To: 5dave22 who wrote (98757)	3/16/2000 10:37:00 PM
From: Petz	Respond to of 1580035

David, re:<I don't see how it could be ANY LESS than 2x Q4 - 800,000. It has to be over 1.6MM units, or the retailers wouldn't be pushing them as hard as they are.> People don't realize how many CPU's it takes to fully fill the "pipeline" from AMD to end user. I think this will be another quarter where Athlon production exceeds official sales because the pipeline from AMD to (distributor or OEM) to retail store to end user takes a lot of CPU's. I wouldn't be surprised that the total inventory of K6-2's in the pipeline -- produced but not yet sold to an end user and therefore recognized as a sale -- was half a million at the end of Q4. So I expect that AMD will again produce a couple hundred thousand more Athlons than it sells. This doesn't represent a huge inventory at AMD but stock in-hand at distributors and OEM's. Petz