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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Goutam who wrote (3579)	8/3/2000 7:49:22 PM
From: Charles R	Respond to of 275872

Goutama, <Are you saying that AMD could easily exceed 7Million CPUs, or 7Million Units with fewer K6-2s & more Durons this quarter if it were not for the infrastructure hiccups? If so, I understand your concern about the lost opportunities.> Yes. And AMD could have done in excess of 7Mu even in Q2 if the infrastructure thing was not messed up. AMD built approximately 7.5Mu in Q2 by my estimate. There are Durons sitting in inventory right now because of this problem. Chuck