Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yougang Xiao who wrote (60615)	6/4/1999 8:26:00 PM
From: Tenchusatsu	Respond to of 1572814

<One interpretation is that AMD has been producing MORE (maybe much more) than the 5 millions they publicly forcasted for Q2. Thus, the the pressing need to unload K6-2s at whatever price they can get.> Like I said, it's telling us something about demand for the K6-2. If demand for K6-2 were higher, AMD need not drop the price to move product. Seems to me that supply is increasing but demand isn't. What does this tell us? Not much, except that the K6-2 production problems are being solved a little too late. At least now AMD can focus on a higher mix of K6-IIIs and maybe even K7s. Tenchusatsu