Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: niceguy767 who wrote (91377)	2/3/2000 7:30:00 PM
From: Process Boy	Read Replies (2) of 1575622

niceguy - <Haven't heard that description before for the 25% of those fabs feverishly but unsuccesfully attempting to push out acceptable PWeeIII's...it probably is an apt description, though!> Your assumption is wrong. You guys posting that Intel is having yield crashes won't make it so. I think it's funny. The supply situation is not optimum for Intel right now. I wish the right reasons were cited. But I realize I'm probably wasting my time. I'll pose this to you: If Intel's flagship product line is having major yield problems, they should have a DISMAL QUARTER, i.e., outside of guidance (flat to down slightly). If you truly believe Intel is having major yield or binning problems on its flagship line, you should short Intel directly. It would be a lock. PB

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