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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (106920)4/20/2000 1:23:00 AM
From: tejek  Read Replies (1) of 1574776
 
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.

Petz, good point....it makes sense as to why AMD took a hit today. What they don't understand is that with this price war the terms will not be set solely by Intel.

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.

I agree totally...Intel is clueless when it comes to their production figures.

Petz

Petz


Okay, how come no one comments when Petz does a double Petz?

ted
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