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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 230.23-4.3%Nov 18 3:59 PM EST
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To: Pravin Kamdar who wrote (18887)11/13/2000 2:13:16 PM
From: Charles RRead Replies (2) of 275872
 
Pravin,

<Not sure if that's the reason, ..>

I am not sure either but I am at a loss to find an alternate reason.

<Someone on this thread called Micron to order one and that is what they were told. >

It will be interesting to verify if this is right and the reason for the lead time. Does not seem to addup unless Gateway is all of a sudden selling a huge number of 1.2Gs and sucking up the capacity. Too rosy a scenario to believe given the talk about Q4 being rather tepid.

Chuck
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