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Politics : Formerly About Advanced Micro Devices
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To: DRBES who wrote (72881)9/23/1999 8:08:00 PM
From: kash johal  Read Replies (1) of 1572474
 
drbes,

Re: "MB situation"

I doubt if MB's will really be a major problem.

Unless the wafer foundries take a while to ramp up.

A 2 week fab slip is not going to cause major probs.

However a 4 week slip/shutdown would be a major disaster.

Things could get ugly tomorrow unless somebody like Intel

comes forward to make some psoitive noises.

Remember the latest graphics chip were only getting ramped as well.

Could be a real goldmine for VIA as they were using NSM's fab for chipsets as well as Taiwan.

Interesting few days comin out.

If we don't rally tomorrow I may sell my position and replace with Oct 17.50 calls.

I am hoping for a rally of course.

regards,

Kash
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