Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Elmer who wrote (87514)	1/16/2000 6:52:00 PM
From: enzyme	Read Replies (2) of 1572271

What troubles me, and what makes me more bullish about AMD is that Intel has left lots of money on the table. Irrespective of yield problems (if any) Intel should have been able to meet Gateway's chip needs. I'm sure Gateway would have loved to pay top dollar for extra chips instead of not having systems to sell in their Christmas quarter. The fact that Intel could not meet their demands means that Intel management is messing up their projections big time. This should not happen in an organization with the resources such as Intel. By letting demand significantly exceed supply, it forces customers to search for alternative suppliers. I'm sure this is happening to other companies besides GTW. In addition even though demand is exceeding supply Intel is still dropping their prices on a regular basis in order to not have too big a price disparity with equivalent MHz Athlons. This leaves demand unfullfilled along with dollars on the table... that AMD is eagerly able to snap up. I did not invest in Intel for them to leave money on the table. I invested in AMD precisely because of this. This is what worries me about Intel... and what else are they leaving on the table that we don't know about. 'zyme

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next