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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 207.29+7.7%1:33 PM EST
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To: Jim McMannis who wrote (9015)9/18/2000 8:31:27 PM
From: kapkan4uRead Replies (2) of 275872
 
<Charles and myself for two have been b*tching about the infrastructure for a long time. Some have even complained to me about it. Intel just keeps giving AMD time. Neither is all there is to this weakness of late.>

And both of you have been wrong in this regard, IMHO. Lack of non-Via chipsets is a problem, but it does not prevent the CPUs from being sold.

If you want to understand the recent declines in both AMD and INTC you have to look at the capacity vs. demand equation. The Wall Street thinks that they are heading in opposite directions in Q3 and it scares the $h*t out of them.

Kap
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