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Politics : Ask Michael Burke
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To: John Dally who wrote (50677)3/8/1999 4:46:00 PM
From: Earlie  Read Replies (2) of 132070
 
John:
Here we go. (g)

If AMD is having shipping difficulties (and it has a well recognized "equal-to" micro), do we need to speculate further as to how well INTC has been able to ship? INTC chips have been in over-supply in the spot market, not AMD. Time to add to those INTC puts, perhaps? (heh, heh, heh)

Best, Earlie
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