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Politics : Formerly About Advanced Micro Devices
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To: tejek who wrote (82874)12/14/1999 12:19:00 PM
From: Charles R  Read Replies (2) of 1571619
 
Ted,

<intc....because yields on cumine suck (demand is not the issue) and DEll....because intc has yield problems on cumine.>

I am not sure if this is true. In the last day or so evidence has been mounting that a quarter end slow down may be happening. AMD is discounting Athlons for resellers, Intel chipsets are supposedly piling up in Taiwan. Niles and others have warned that business folks have gone into Y2K lockdowns.

All indicators of possible demand problem - especially on the business side. AMD's lack of exposure to that segment may be good news for a change.

Chuck
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