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To: Sarmad Y. Hermiz who wrote (200321)6/3/2006 9:18:47 PM
From: combjellyRespond to of 275872
 
"How much are NGMA shipments in q3 supposed to be 30% ?"

That's by end of q4.



To: Sarmad Y. Hermiz who wrote (200321)6/3/2006 9:25:36 PM
From: pgerassiRead Replies (1) | Respond to of 275872
 
Dear Sarmad:

That calculation forgets about the inventory in the OEMs. If Intel doesn't swap this back or returns the difference in purchase price, these OEMs will refuse to buy NGA until their old inventory is sold off. And that will delay uptake of NGA by six or more months. And the OEMs will make sure all of their lines have AMD in them, JIC.

Pete



To: Sarmad Y. Hermiz who wrote (200321)6/3/2006 10:18:35 PM
From: AK2004Read Replies (1) | Respond to of 275872
 
re: How much are NGMA shipments in q3 supposed to be 30% ?

between 5% and 10%


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