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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.990.0%Dec 26 9:30 AM EST

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To: Mani1 who wrote (6281)8/23/2000 12:54:17 PM
From: milo_moraiRead Replies (2) of 275872
 
What did you think of CNBC's report of INTC's shortages continuing?

Considering the 180nm ramp was supposed to alleviate this, and has not. furthering the mounting evidence that INTC is having yield problems and poor binsplits.

That couple with AMD's recent price cuts, put's INTC in a world of hurt, as if they drop prices they increase demand with they already CANNOT meet.

AMD is going to own the HIGH end for the next 18 months IMO!

Milo
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