Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (105418)	4/14/2000 10:43:00 AM
From: tejek	Read Replies (2) of 1576915

Considering that Intel was supply-limited throughout all of Q1, I doubt it. I can't explain the reports of a weak business market. All I know is Intel's same old story: Demand is good, ramp is fine. Tenchusatsu Considering that Intel was supply-limited throughout all of Q1, I doubt it. I can't explain the reports of a weak business market. All I know is Intel's same old story: Demand is good, ramp is fine. Tenchusatsu, Since several very creditable companies like MSFT and GTW have now reported that business pc's were down in Dec. thru Feb., does that not put into question the supply constrained issue at Intel? I am not saying that Intel isn't supply constrained in certain areas but not in all areas. Just curious what you think now. ted

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