Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Steve Porter who wrote (73134)	9/26/1999 7:42:00 PM
From: Jim McMannis	Read Replies (1) of 1572207

Steve, RE:"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.".... --- I don't buy it either. From what I can tell, PC demand is very, very good. So good that Best Buy has to give out numbers to customers. Niles will hang himself. Buy Intel and AMD at these levels, IMHO... Jim

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