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To: Windsock who wrote (140291)7/27/2001 9:25:11 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
WIndsock - Re: "AMD may have stuffed as many as 2 million processors into June. At the CC Jerry said that 50% of the units were sold in the last month. That is about 2 million units above a linear rate during the quarter."

The actual number I heard was about 1.5 million CPUs (total) stuffed in the last week or two - into two channels.

Either number is bad - and AMD is prepping for a loss this quarter.

And..their existing ASPs are continuing to slide downwards.

Paul