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To: Paul Engel who wrote (2466)11/24/1997 9:04:00 AM
From: DRBES  Respond to of 6843
 
Re: "Rumors."

Thank for your thoughtful and courteous response.

I take it that you have sold all of your remaining AMD common and gone
short.

HAVE YOU?

DARBES



To: Paul Engel who wrote (2466)11/24/1997 10:29:00 AM
From: DRBES  Read Replies (1) | Respond to of 6843
 
RE: "You are basing all your newfound enthusiasm"

WHAT NEWFOUND ENTHUSIASM???????

DARBES



To: Paul Engel who wrote (2466)11/24/1997 1:38:00 PM
From: James Yegerlehner  Read Replies (2) | Respond to of 6843
 
Paul-
>>
3. Compaq has made major strides to impliment a Build-To-Order program. Wouuld
it seem plausible that they would order, purchase, take delivery and put into inventory
250,000 K6 devices when their corporate objective is to REDUCE inventories?
<<

Is there any reason to think they were all shipped at once? Perhaps AMD is shipping them JIT and they are not being placed in Compaq inventory at all.

Jim


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