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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Jim McMannis who wrote (34822)7/19/1998 12:52:00 PM
From: Elmer  Read Replies (1) | Respond to of 1578372
 
Re: "When you say AMD shipped 2.7 M chips in Qtr 2, I take it you are aware that they produced a lot more than that."

If they are demand limited, and have an inventory, how are they going to unload the inventory and increase the demand to get to 5 million units? Sounds like lower ASPs to me and more red ink.

EP



To: Jim McMannis who wrote (34822)7/19/1998 11:31:00 PM
From: Maxwell  Respond to of 1578372
 
Jim:

<<When you say AMD shipped 2.7 M chips in Qtr 2, I take it you are aware that they produced a lot more than that.>>

Those extra carried over to Q3. Thus 5M is within sight.

Maxwell