Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Scumbria who wrote (106866)	4/20/2000 1:17:00 AM
From: Petz	Read Replies (2) of 1574733

Scumbria, re:<In a rational world, Intel's production problems would be viewed as a huge plus for AMD.> Intel shot themselves in the foot. By saying that the supply shortage might ease in the 2nd half, they thought this would be taken as a positive. Instead, everyone predicted a price war. Thats why AMD was hurt today, plus the option writers trying to panic people into selling their calls. What Intel says about their production in 2H, IMO, is worthless. They don't know how many coppermines they can make next week, let alone 6 months from now. The bigger story from the CC was that Intel cannot meet demand for Q2, almost guaranteeing a rise in ASP's for AMD. Petz Petz

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