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

To: Elmer who wrote (56425)4/26/1999 3:54:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 1571707
 
RE:"Jim, Intel made $2Billion last quarter while AMD lost $128Million."...

And how much did Intel leave on the table when they lowered prices/raised Celeron speed grades 6 months ahead of schedule while AMD couldn't deliver high speed product?

RE:"How do you know AMD sold every one
they could make?"..

Just makes sense. They produced about a million less chips than they thought they would. If they had produced a million more I'd be more concerned about them selling them all.
AMD lost the opportunity, Intel sold too cheap. As I said before,
Intel can't really be faulted.
Jim




To: Elmer who wrote (56425)4/26/1999 4:25:00 PM
From: A. A. LaFountain III  Read Replies (1) | Respond to of 1571707
 
Re: "How do you know AMD sold every one they could make?"

Without inside information, there's really no way of knowing.

Of course, with inventories at AMD at the end of the quarter equal to 37 days of shipments (the lowest of the 15 companies I follow) and with Intel at 53 days, it would appear that AMD's inventory accumulation would have to be de minimus by MPU producer standards. - Tad LaFountain


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