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Politics : Formerly About Advanced Micro Devices
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To: Kenith Lee who wrote (93211)2/15/2000 10:30:00 AM
From: Elmer  Read Replies (1) of 1571084
 
Re: "With 4 fabs, Intel will be making a 800+ million CuMines per year. If this is true, you better cover your shorts. "

I have no shorts, except puts. I think you should stop worrying about me and consider how this will impact you. It may not.

The message is that if your outlook depends on Intel continuing to screwup and have trouble meeting the world's demands for CuMines, you might want to consider how the future looks with Intel being able to supply almost limitless volumes. Others have mentioned that Willamette won't ship in significant volume this year because of the large die size. How would this theory stand in light of the recent revelations?

Investors should consider all available information. If this is of no interest to you then I suggest you just skip it.

EP
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