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kpf

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Alias Born 03/06/2003

kpf

Re: P2O I'm from MO post# 62824

Monday, 09/26/2005 5:22:37 PM

Monday, September 26, 2005 5:22:37 PM

Post# of 97565
Mike

Many thanks for clarifying.

I was referring to the Pentium 8xx DC and 6xx 2MB parts. Why are so many in stock and the sell rate looks low, and they keep ordering more.

Ah ok. I just phoned up Andy Bryant to ask what this is about. He said look, it's quarter end and I need to come up with numbers in three weeks. When I look at what I have, revenues soso, and I have this chipset bogus out to explain why I am coming in a tad below midpoint and below the market. Problem is I am a tad short on gross margins as well, and I have nothing much to cover this part. So one of the things that at least help a bit is stuffing the channels with higher end parts, which I have a pile of because OEMs don't buy less of these than I want.

Hth.

K.








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