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To: Jim McMannis who wrote (102251)4/12/2000 7:03:00 PM
From: Kenith Lee  Read Replies (1) | Respond to of 186894
 
Jim,

Those unsold inventories from Q4 were stockpile of high speed parts. I am assuming the same this time around. Some of them may even be T-Birds.



To: Jim McMannis who wrote (102251)4/13/2000 3:13:00 AM
From: Monica Detwiler  Respond to of 186894
 
Jim - You wrote I was refering to AMD having a few hundred thousand chips in inventory at the end of the quarter. That is typical...except for the 2 million they had one quarter last year...which was not good to say the least.
This implies that AMD's Athlon demand was no more than 1.2 Million last quarter - since that is all they sold. Yet Intel and Intel's customers keep complaining that Intel cannot produce enough processors to satisfy demand.
Monica


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