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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: TechieGuy-alt who wrote (48645)7/23/2001 6:27:33 PM
From: Ali ChenRead Replies (2) of 275872
 
TG, "don't forget that the sooner INTC converts from p3 to p4 on their main stream lines, the quicker they cut their mfg capacity in half."

Don't we remember that we are in a sort of PC
resession, and hence there must be excess of capacity?

- Ali
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