Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elmer who wrote (109038)	5/2/2000 1:17:00 PM
From: Petz	Read Replies (2) \| Respond to of 1576150

Elmer, re:<AMD had unsold inventory at the end of Q1 and the measly 1.2 Million Athlons sold was a statement that demand is not exactly robust for AMD> Inventory of 250K Athlons is very low. We should expect inventory to grow proportional to sales. I suggest you listen to the Q/A at the AMD annual meeting. 250K is an inadequate inventory, representing only a couple weeks production. Its difficult to respond to customer needs with such a low inventory. What do you do when Compaq wants 100K 800's tomorrow and you only have 50K? Give them a mix of 800's, 850's and 900's instead? Petz