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Politics : Formerly About Advanced Micro Devices

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To: Yougang Xiao who wrote (112132)5/23/2000 4:56:00 PM
From: tejek  Read Replies (2) of 1582938
 
What's funny is that Baucher recycled the old news to creat some FUD on AMD

Yougang,

I read it a little differently. Baucher is saying what some of us were saying on this thread just a couple of weeks ago; that AMD is having problems with chipset production and that will prevent it from stealing market share from Intel. This thread also speculated that rampup of Willamette may be going better than expected.....and that may be true as well.

IMO this is a bad combination and could spell trouble for AMD. BTW I don't believe this is why the stock dropped today.

ted
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