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Politics : Formerly About Advanced Micro Devices

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To: Process Boy who wrote (92715)2/12/2000 11:49:00 AM
From: Charles R  Read Replies (1) of 1573790
 
PB,

<I think I posted it, and got the same cat calls I always get.>

I don't know who did the catcalling but I showed how Gelsigner was flat out lying about how demand is tight for everyone and how memory and graphics folks are struggling.

64Mb DRAM prices dropped below $6 last week from over $10 just a few weeks back. Graphics folks are not doing much better but there is no publicly available data to prove that (yet).

Like I said before demand situation is pretty good (for Q1) but it should be clear to any objective observer that Intel is making its production problems look like demand problems.

Chuck
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