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

To: Joey Smith who wrote (35199)7/29/1998 2:20:00 PM
From: esterina  Respond to of 1572953
 
I'm sure Kurlak is now buying at these prices. Lots of volume. Sit tight because chips will rebound in the next few weeks.



To: Joey Smith who wrote (35199)7/29/1998 2:56:00 PM
From: Yousef  Read Replies (1) | Respond to of 1572953
 
Joey,

Re: "This doesn't sound too good. I thought AMD was selling everything they made..."

That's right ... selling like "hotcakes", according to Jim & Hutch.

Make It So,
Yousef



To: Joey Smith who wrote (35199)7/29/1998 5:12:00 PM
From: Petz  Read Replies (2) | Respond to of 1572953
 
How much inventory is "excess inventory?" With JIT, the parts makers have to keep the inventory for everybody or give up a customer when the order comes.

Do you place any truth on the USENET and ESC Technologies news that Intel has production problems?

Petz



To: Joey Smith who wrote (35199)7/29/1998 6:15:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 1572953
 
Joey,
Yeah, Kurlak is right when he says AMD has an oversupply and wrong when he says Intel is dead money...How low can you get...using Kurlak to support your arguements.
Jim


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