Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 214.90

-0.1%

Dec 26 3:59 PM EST

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To: milo_morai who wrote (6283)	8/23/2000 6:37:24 PM
From: f.simons	Read Replies (2) of 275872

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. Milo- Of course, another possibility is that server demand is surging so dramatically that Intel simply cannot keep up with the increased demand. From everything I have seen posted here and on the Satan thread, server demand is skyrocketing. Why doesn't AMD step in and fill the void? Why is it good when AMD sells all it can make, but bad when Intel does the same? The street sure didn't seem to be too concerned. Did you know that Intel hit a new all-time high today? Frank

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