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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.50+6.2%3:59 PM EST

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To: Bill Jackson who wrote (50756)8/11/2001 10:24:50 PM
From: YousefRead Replies (2) of 275872
 
Bill,

Re: "Jim, The moves to .13 and beyond coupled with larger wafers are
going to yield more parts than the market will absorb ..."

Bill, INTC will be there first ... and ... by about 1 year. The real
question is whether AMD will be able to "absorb the pain". This first
round of "price cuts" will just be the start. AMD could be in the "red" for
quite some time.

Make It So,
Yousef
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