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Politics : Formerly About Advanced Micro Devices

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To: milo_morai who wrote (92982)2/14/2000 10:52:00 AM
From: Joey Smith  Read Replies (5) of 1575917
 
re:They say that they are reiterate ing a neutral on amd for now, the combination of so-so demand...

Ouch, if there is only so-so demand when Athlon products are just beginning to ramp, Intel supplies are tight,,,what happens when Intel ramps agressively, cuts prices agressively? What's going to pay for Dresden's increased capacity? might have to sell my AMD stock sooner than I thought.

joey
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