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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 215.04+0.1%9:30 AM EST
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To: Elmer who wrote (71933)2/19/2002 10:59:35 AM
From: hmalyRead Replies (1) of 275872
 
Elmer Re..I must admit there is more capacity than I can see a need for. For some reason Intel hasn't shared all their plans with me. <<<<<<<<

Thanks for the reply. That is what were are trying to figure out. And it is all of that overcapacity, big inefficient dies etc. which could spell real trouble for Intel in a price war. We all know the overcapacity is there, why and what Intel will do about it is the question.
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