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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 4:00 PM EST
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To: kapkan4u who wrote (57362)10/5/2001 4:27:56 PM
From: wanna_bmwRead Replies (1) of 275872
 
Kap, Re: "I expect massive inventory problems in Q4, especially with P4/SDRAM boxes."

Actually, reports tell of demand for P4 SDRAM chipsets for Taiwanese motherboard manufacturers exceeding what Intel can currently provide. I don't think that Q4 will have inventory problems with these, unless you are talking about inventory shortages.

wanna_bmw
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