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Politics : Formerly About Advanced Micro Devices
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To: Yousef who wrote (33445)6/20/1998 9:41:00 AM
From: Jim McMannis  Read Replies (1) of 1573091
 
Yousef,
I see, you think as AMD increases yields they may become demand constrained rather than supply constrained. Yes, I realize that might be a problem. But where is the crossover line? That's the question. AMD no doubt could use a couple more vendors such as HP and Gateway.
BTW, HP is an Intel only boxmaker, why has their stock sunk from 80 to 56? Could it be the Intel jinx? <GGG>
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