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bobs10

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Re: jhalada post# 68134

Monday, 12/19/2005 9:40:33 AM

Monday, December 19, 2005 9:40:33 AM

Post# of 97767
you...

Maybe it is the packaging and testing that is operating on the Just-In-Time basis...

me...

Could be, AMD might be having the same problems as Spansion? That would make sense if the reports of a general shortage of semi testing and packaging capacity are true. I would be very suprised if much in the way of 130nm inventory exists. I'm sure there is some in the channel, but if supplies are tight, I would expect AMD to have gotten rid of the oldest stuff first. AMD management has been saying consistently that they are running full tilt so there are probably a number of factors involved, as usual.
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