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To: andreas_wonisch who wrote (144759)10/5/2001 10:27:05 AM
From: deibutfeif  Respond to of 186894
 
re:...You can only stuff the channel once...

Maybe Jerry is buying them back on the gray market (to free up the "channel" for more stuffing)? Any way to check what the gray market volume is?

<GGG>
~dbf



To: andreas_wonisch who wrote (144759)10/5/2001 10:33:35 AM
From: Elmer  Respond to of 186894
 
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).

Yes that makes sense, but in a declining market such as we are in he will eventually have to pay the piper.

EP


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