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Politics : Formerly About Advanced Micro Devices
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To: Gopher Broke who wrote (116744)6/20/2000 11:49:00 PM
From: Charles R  Read Replies (2) of 1574097
 
Gopher,

<Stockholm The CEO of Intel, Craig Barrett, has predicted continuing worldwide PC shortages for the next 12 to 18 months.>

I bet this has to do with ramping up Wilamette in this environment. Iis going to be a major pain to ramp Wilamette on 0.18 and the more Intel shifts it product mix from CuMine to Wilamette the bigger the supply crunch will be.

Here is an old comment from me on how Wilamette comment is tied to 0.13 and PB's response. (I miss the guy.)

Message 12757783

All in all, this is good for us AMD longs. AMD blew off couple of quarters worth of golden opportunity because of the motherboard situation but Intel's mistakes continue to cover us.

Cheers,
Chuck
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