SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dan3 who wrote (116198)6/18/2000 2:32:00 PM
From: Elmer  Read Replies (1) of 1572209
 
Re: "But suddenly it can't support demand because it hadn't planned for sufficient expansion. Trouble is, it's hard to look at the paragraph above and not conclude that there should have been plenty of capacity - unless something negative has been going on with yields"

Or something great has been happening with demand. But by all means continue to believe that yields have crashed and Intel is falling back on Katmai.

EP
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext