Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 227.90

+2.0%

Jan 15 3:59 PM EST

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To: Saturn V who wrote (21914)	12/7/2000 9:37:37 PM
From: DRBES	Read Replies (1) of 275872

re: "On the other hand the slowdown frees up more capacity for Intel to divert P3 wafer starts to the P4, accelerating the transition to the P4. So it could hurt AMD more than you think. So far Intel has carefully avoided pushing P4, careful not to stimulate more demand than it can deliver. But that can change pretty soon." I regard the above statement as being an example of one of the most profoundly misunderstanding of how this industry works. Did you have any assistance with it? It really is a "piece of work." Good luck in your other endeavors. Patient Regards, DARBES

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