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Politics : Formerly About Advanced Micro Devices
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To: survivin who wrote (118410)7/1/2000 6:36:41 PM
From: Charles R  Read Replies (1) of 1578467
 
survivin,

<http://www.zdnet.co.uk/news/2000/25/ns-16308.html>

Thanks for posting the ZDnet article.

<"You can't be reliant on a supplier that is that erratic," he says.>

This is kind of neat from the AMD perspective. Now, Intel is getting labelled as "erratic" supplier.

< "I think shortages have another six to twelve months to run." >

Lot of capacity has come on line since Q1. As things start right now, I will be surprised if we have shortages in Q4.

Chuck
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