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

To: Petz who wrote (109070)	5/3/2000 2:57:00 AM
From: Elmer	Read Replies (2) \| Respond to of 1576180

Re: "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?" It's interesting to note that when Intel is sold out, their inventories drop yet we are to believe that when AMD is sold out their inventories grow.... Imagine yourself going into a store and asking to buy something and having the clerk say "I'm sorry I can't sell you anything. I'm all sold out. All I have is inventory in the back room". Intel sold their inventory, that's why they don't have any, or at least very little. But AMD is building it???? A brain dead poster on this thread has been trying to sell this story but it just doesn't wash. You guys will believe anything Jerry says. Inventory is certainly desireable but when you have unfilled demand from customers with cash in fist you don't hold back your product so you can "build inventory". You sell it. Inventory = unsold product. EP