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: Charles R who wrote (119924)	7/10/2000 1:08:23 PM
From: Joe NYC	Read Replies (1) \| Respond to of 1574054

Chuck, By all indications the 933s will not become plentiful until C0. I must have missed this while I was on vacation. Another stepping? I thought the last stepping (April / March timeframe) was suppose to deliver flood of 1GHz parts by June. P.S.: Unfortunately for us longs, the delta between actual AMD processor shipments in Q2 and 7.5Mu indicate the units that AMD did not ship because of motherboard problems. Where did you get the 7.5 Mu number? BTW, I agree that the lack of chipsets appears to have been the cap for Q2. Using the conservative measurement AMD is using, I don't think Thunderbird and Duron parts made a significant contribution in the last quarter. I hope the back-to-school market will be terrific, because AMD will have a ot of parts to sell this quarter. Joe PS: I think th inventories will be up