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bobs10

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bobs10

Re: chipguy post# 39883

Wednesday, 07/14/2004 6:58:25 PM

Wednesday, July 14, 2004 6:58:25 PM

Post# of 98093
I don't think it's a lack of inventory. I think it was Rivet that said the inventory was mostly A64's. But since the inventory is in line with anticipated q3 needs and k8 demand is expected to grow 50% it is a little weird.

The whole CC was weird with everyone going out of their way to create confusion. I don't know what is going on, but frankly I don't know what to expect this quarter.

If the inventory is mostly A64's why the dearth of them in retail at the end of the quarter?
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