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

To: tejek who wrote (107571)	4/24/2000 1:56:00 PM
From: Elmer	Respond to of 1573930

Re: "I asked the question re inventories in order to determine whether your supposition that the ramp was good was any more valid than pgerassi's. And the answer is no.....I am not saying you are wrong but there is no assurance that it is right either. Your supposition requires that there be significant inventory at the beginning of Q4 but we don't know what the inventory was at the beginning of Q4. Were there 50k chips on hand or 200k or 1 million? That number is significant when deciding the accuracy of your supposition. Without that number pgerassi's supposition is as valid as yours. " Ted, you make a good point. I am in a position where I can not prove my point with public information so I must simply bow out. EP