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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (73097)9/26/1999 12:50:00 AM
From: Steve Porter  Read Replies (1) of 1572214
 
ted,

Well I read Mr. Niles' statement that Intel had 2 million chip orders cancelled due to soft demand. Funny thing is I *really* don't buy that explanation. I think this will hurt RMBS more than Intel initially.. but I think some of the pressure from AMD is starting to be felt at Intel and long-term (1+ years) this glitch is going to do more to harm INTC than RMBS.

Steve
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