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To: Dan3 who wrote (113529)10/14/2000 9:12:02 AM
From: f.simons  Respond to of 186894
 
Certainly some parts weren't being sold, the question was how many? Speculation at the time was 2 to 3 million - the market was too good for it to be more than 3 million and much less than 2 million would have been close enough to normal inventory fluctuations to not result in a warning. I can't find a link right now to where I read that. Do you think the revenue warning was due to Intel being sold out?

Dan-

Where does the part about all this being due to order cancellations come in? That was the point of Elmer's post.

Frank



To: Dan3 who wrote (113529)10/14/2000 10:04:48 AM
From: Elmer  Read Replies (1) | Respond to of 186894
 
Re: "Certainly some parts weren't being sold, the question was how many? Speculation at the time was 2 to 3 million"

This is pure speculation. It could be weaker ASPs due to AMDs price war.

You claimed that 2-3 million units in inventory was generally considered to be accurate. I've never seen that anywhere but from you.

EP


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