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

To: Mani1 who wrote (51817)	3/7/1999 9:31:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1572629

Re: "How can you speculate that they are scrapping a lot of wafers?" Well I did say it was speculation so maybe I'm wrong. We'll see. But what troubles me is that I can't find any authority for this BTB claim in the original article except this quote which is basically "some analysts now believe". Is there a good reason to believe this BTB claim that I somehow missed? "On the last point, some analysts now believe that AMD may have finally conquered its production demons with its latest offering, the K6-3. The company is expected to produce 400 MHz and 450 MHz processors in volume by the second quarter, and orders for AMD chips keep rolling in. AMD's book-to-bill has held above 1.0, even in the traditionally weak first quarter, indicating that computer manufacturers are confident the company will meet demand for its chips" EP