Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Dave Bissett who wrote (124434)	9/22/2000 8:27:24 AM
From: andreas_wonisch	Read Replies (3) of 1572590

Dave, Re: Kumar just on CNBC blew off AMD, saying that Intel can supply 120% of demand right now Kumar is clearly clueless. If Intel could supply 120% of demand right now why would they spending billions of dollars to add capacity? Kumar made a great call last week with his downgrade but probably not because of good research but because he has still many friends at Intel (he was a manager there some years ago) and got insider information from them. Andreas

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