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

To: boris_a who wrote (109195)5/3/2000 4:50:00 AM
From: Petz  Read Replies (1) | Respond to of 1576642
 
boris, I think 250K Athlon inventory is about right. Sander's complained that it was difficult to work with an inventory that low at the annual meeting.

I'm not sure where you got the 1.5M production number from for Q1.

Petz



To: boris_a who wrote (109195)5/3/2000 7:49:00 AM
From: Elmer  Read Replies (2) | Respond to of 1576642
 
Re: "Total: 2.85 M 2.2 M > 0.65 unsold * my estim. "

That's right. You can't sell them to those hungry customers because then you wouldn't have any "inventory" <G>. For some unexplained reason Intel went ahead and sold all they made.... To bad they didn't hold some back so they could build "inventory"<G>.

EP


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