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

To: Jim McMannis who wrote (38429)10/6/1998 7:43:00 PM
From: Petz  Respond to of 1578257
 
Jim, re: sales pushed into Q4. The item "other assets" grew by 23M. If 1/3 of this were finished wafers (each holding about 200 CPU's) valued at cost (~$2500), it could represent over 3,000 wafers or 600K CPU's.

Heck, even the $3.7M growth in regular inventories is equivalent to 300K unpackaged CPU's.

AMD would be a fool not to take out a little insurance policy against a loss in Q4.

Petz



To: Jim McMannis who wrote (38429)10/7/1998 12:07:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 1578257
 
McMannis - re: " 3.8m is no where near what AMD produced...I strongly suggest that lots of sales got pushed into next quarter."

No.

That is wrong.

My sources have told me that AMD was stuffing IBM, HP, and COmpaq with K6-2's at bargain basement prices and distributors were "incentivized" to accept EXTRA K6-2 product.

I strongly suggest you re-check your sources.

Paul


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