Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 257.22

+1.4%

2:08 PM EST

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To: Paul Engel who wrote (14796)	10/18/2000 10:58:00 AM
From: Charles R	Read Replies (1) of 275872

Paul, <Intel claimed they have no spare capacity - > That's what I have been saying for weeks that the capacity spared by lower PIII sales has good uses. The Peck's of the world are a total joke. Capacity planning with 2 players is not that tough. Things can be moved in and out of fabs to make up for any shortfalls or demand spurts. Almost the entire analyst community seems to be misguided on this (with Peck cleraly going off in to a deep-end) <..and are still behind in Flash deliveries - after setting records for Flash volumes. > That's true for any Flash player today. I wish some of the analysts figured that one out.

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