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Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?


To: James Yegerlehner who wrote (2472)11/24/1997 2:16:00 PM
From: StockMan  Respond to of 6843
 
Jim,
Re -- Perhaps AMD is shipping them JIT and they are not being placed in Compaq inventory at all.

All the more reason for compaq to squeeze the lowest possible price, from AMD. The K6 does not fit into its BTO model, and the volumes do not justify an extra line.

The Presario (mediaGX) is a seperate line, but compaq is getting these chips and MB's for real cheap.

Either way one looks at it, AMD with its meager production, by giveing it away to Compaq and IBM at cost, is incurring futher losses.

MORE LOSSES FOR AMD, if compaq becomes an OEM.

AMDites, Please continue to donate your money to Jerry Sanders.

Stockman



To: James Yegerlehner who wrote (2472)11/24/1997 3:15:00 PM
From: Paul Engel  Respond to of 6843
 
Jim - Re: "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."

That's what the news rumor said - 250,000 K6's heading to Houston.

I guess you could interpret this as heading there "one at a time", but the implications were that it was a large shipment.

Either way, it was a rumor - no announcement yet from AMD or Compaq.

Paul