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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: DRBES who wrote (1106)7/18/2000 6:12:49 PM
From: Gopher BrokeRead Replies (3) of 275872
 
The message from the Intel's CC seems to be
- demand is strong
- inventories are at minimal levels
- can't see the demand letting up in 2H.

So why the price cuts? Surely if supply is so constrained then the market can support their current prices? Why didn't the analysts ask this?
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