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To: Elmer who wrote (144758)10/5/2001 10:22:59 AM
From: andreas_wonisch  Read Replies (2) | Respond to of 186894
 
Elmer, Re: I saw a report early this week saying that AMD, in an effort to meet lowered expectations, had stuffed the channel to the tune of "millions of processors" at the end of Q3.

We saw similar reports last quarter (Q2). If AMD stuffs the channel every quarter, it doesn't make a difference. You can only stuff the channel once to get a quarterly advantage (and an disadvantage the following quarter).

Andreas