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kpf

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Alias Born 03/06/2003

kpf

Re: Petz post# 21198

Friday, 12/19/2003 4:36:50 AM

Friday, December 19, 2003 4:36:50 AM

Post# of 97585
Petz

I dont think there is any inventory buildup from Q3 production. Manufacturing a CPU takes a quarter, as you know.

With regards to XP-inventories, I hope AMD shipped lower speedgrades (from inventories) this quarter than they put in from Q3-waferstarts. This implies little or no more Thoroughbred waferouts - which leaves AMD with two maturing processes for Barton and K8.

Therefore I doubt FAB30 currently is able to churn out more marketable parts than AMD ships in the strongest seasonal quarter.

K.





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