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Politics : Formerly About Advanced Micro Devices
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To: kapkan4u who wrote (91982)2/7/2000 11:22:00 PM
From: Charles R  Read Replies (3) of 1576505
 
Kap,

<The data could be interpreted as 1: slowing of PC demand or 2: Intel CPU shortages are putting a lid on number of units built, hence surplus DRAM in the spot market. Which one is it? >

I think it is the first one. I think the demand is pretty robust but it is not as good as it made out to be - the PIII shortage made the demand situation stronger than it was and caused some excesses on the ordering side.

Chuck
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