Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: xun who wrote (105894)	4/15/2000 12:00:00 PM
From: Jim McMannis	Read Replies (2) of 1575905

RE:"Several sources told me that Intel is currently only able to satisfy about 60% of the demand. The result for the vendors is pretty simple. They will either lose money or they have to move over to platforms for AMD's Athlon processor. This puts AMD in a great position, because they can easily take advantage of Intel's problems. " Demand is good, yields are in question? Jim PS...and I bought more Intel on Friday... Oh Well...figured they would have warned... I guess they could always sell some stock and get Wall Street not to add the Tax break to eranings estimates.

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