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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (109606)5/6/2000 11:58:00 PM
From: Cirruslvr  Read Replies (1) of 1575980
 
Mani - RE: "<<And Intel will have TONS of 0.18 capacity in Q4.>>

Really? That is news to me. It clearly was not what the management said in their last earning's CC."

Intel said that either during the earning's CC or the analyst conference. They even hinted they may have so much capacity that there is a chance there will be too much capacity.

Intel is clearly positioned for lots of produciton in the second half of the year; their second half just depends on whether they can free Willy fast enough and stay away from any flip chip/packaging problems.
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