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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 210.00-2.0%Jan 7 3:59 PM EST
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To: bacchus_ii who wrote (48223)7/18/2001 12:53:28 PM
From: Dan3Read Replies (1) of 275872
 
Re: How long before Intel announce fab(s) shut down?.

Are you kidding? Producing 10 million P4s will require as many wafer starts as 30 million PIII/Celerons. If not for the fact that they're sitting on several month's worth of inventory, they'd be in a severe shortage situation by the beginning of Q4 - and one hiccup in the PIII to P4 transition, or the .13 copper ramp, and processor shortages, here we come!

I hope Jerry has some extra Durons standing by, just in case.
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