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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (43789)12/22/1998 1:47:00 AM
From: Yousef  Read Replies (2) of 1574007
 
Paul,

Re: "What do you think? ... Yields are higher than expected - so AMD can
drop the ASPs?"

OR ... AMD is "demand constrained". After reading on this thread about
the AMD two week "holiday", I beginning to believe that Q4 might not look
as good as some expect. BTW, shutting down a Fab for two weeks is not
a "good idea", IMHO.

Make It So,
Yousef

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