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Politics : Formerly About Advanced Micro Devices
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To: Goutam who wrote (77352)10/27/1999 1:38:00 PM
From: tejek  Read Replies (3) of 1585051
 
RE <<<The lack of ability of Intel to supply .18 micron Pentium IIIs to its channel dealers and distributors in volume until next year has given AMD a rare window of opportunity to sell its products.>>>

I have a hard time buying into the idea that the shortage is due to demand as opposed to manu. problems (claimed by one analyst this AM). To me a shortage doesn't fit with intc's last earnings report.

Do you think that demand is that great?

I also can't buy into the concept that everyone is replacing their desktop with a laptop. Not a major issue but do others see it that way?

ted
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