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Politics : Formerly About Advanced Micro Devices

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To: steve harris who wrote (72666)9/21/1999 10:03:00 AM
From: DRBES  Read Replies (1) of 1574899
 
I think that the entire key here is in how much of a disruption to AMD's MoBo supplies the Taiwan earthquake will represent. It is clearly something that should have some negative impact. Virtually none of the players should be immune. It is very possible that iNTEL could endure a more significant hit though they should be more able to sustain any hit given their immense financial strength. Given AMD's financial weakness, they may have difficulty weathering a mild negative financial breeze.

Regards,

DARBES
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