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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (125989)10/13/2000 3:06:13 AM
From: tejek   of 1580364
 
Joe, What's with these low prices? AMD is either coming with faster chips or having a tough time taking market share...

Jim,

I think demand is soft because AMD and Intel thought they had more buyers in Q3 than they really did.

Remember the doubling up on orders because Intel supposedly was capacity constrained. I think there is inventory that's being worked thru....would fit based upon the Fool's higher inventory number from the CC.

ted
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