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To: Charles R who wrote (88277)9/14/1999 11:58:00 PM
From: Windsock  Read Replies (1) | Respond to of 186894
 
Chuckie Boy - Re: "AMD has the capacity to mop up most of that today!"

Athlons with no product-worthy motherboards make... well, good Boat Ballast.

So does sea water. What is the price of sea water these days?



To: Charles R who wrote (88277)9/15/1999 12:21:00 AM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Chuckles - re: "AMD has the capacity to mop up most of that today! "

You're blowing smoke !

With a 184 sq. mm. die, poor yields and apparently a poor high speed bin split, AMD has enough ammunition to drive themselves into DEEPER LOSSES.

Paul



To: Charles R who wrote (88277)9/15/1999 12:30:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Chuckles - Re: "If you look at the free fall of PIII ASP"

What free fall ?

My "sources" tell me that Intel's Pentium /// revenues are a "little higher" than AMD's UFOalon sales.

Paul