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Elmer Phud

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Elmer Phud

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Re: Petz post# 16337

Thursday, 10/30/2003 3:53:19 PM

Thursday, October 30, 2003 3:53:19 PM

Post# of 97749
Petz -

No, we don't know how many addional XPs AMD made in Q3 and put in inventory.

You're right. We don't know and Q3 is the only quarter where that might make sense, but still with their capacity and limited demand they shouldn't need to build inventory. Who are they saving them for? They can't build enough for the xmas rush? They only lose value as time passes and speeds go up.
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