Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 240.58

-2.5%

3:59 PM EST

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To: Elmer who wrote (66700)	12/31/2001 2:41:28 AM
From: Mani1	Read Replies (1) of 275872

Hi Elmer, Nice to see you on the "thought control" thread. :) I continue to wonder what is the cause of supply issues of P4? Despite most industry predication, Intel went ahead and spent all the $7 Billion on capital equipment. There was all that thought that if Intel goes ahead with all that spending, there would be lots of extra capacity. What gives? Could it be just an issue of a bottle neck in the back end test and assembly? I continue to be very skeptical of PR rating for AMD and think solving the supply issues at Intel can severely damage AMD. But I have no idea when the supply issues will be resolved if I have no idea what the cause of it is. Mani

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