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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (82230)12/7/1999 5:02:00 PM
From: tejek  Read Replies (1) of 1574001
 
RE <<<With aggressive expansion plans, and assuming insatiable demand lasts through Y2000, 70% qtr to qtr, although a little aggressive, does not seem untenable to me.>>>

niceguy, the demand for flash has gotten somewhat exaggerated. There is not "a severe shortage" as put by someone else nor is demand "insatiable". It has been pointed out in several articles that demand is strong, strong enough finally to permit some increases in price. But there is nothing out of control with this demand.

As an aside I have no problem with your bullish stance so long as it stays within the confines of the rational world.

ted

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