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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%Jan 20 3:59 PM EST

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To: Paul Engel who wrote (15315)10/20/2000 7:08:01 PM
From: 5dave22Read Replies (1) of 275872
 
Paul <Intel was capacity limited from late 1999 until recently - now they have new capacity coming on stream - and they intend to put AMD's market share in reverse.>

Unfortunately I think you are correct. I could see a backlog of Athlons sometime in Q4. I wish I knew the distribution domestically and internationally. If I see AMD coming online with television in Q4, I may very well sell my remaining shares. At least domestically, AMD never created a real demand and I think it's gonna hurt em.

David
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