SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: DRBES who wrote (72881)9/23/1999 8:08:00 PM
From: kash johal  Read Replies (1) | Respond to of 1572326
 
drbes,

Re: "MB situation"

I doubt if MB's will really be a major problem.

Unless the wafer foundries take a while to ramp up.

A 2 week fab slip is not going to cause major probs.

However a 4 week slip/shutdown would be a major disaster.

Things could get ugly tomorrow unless somebody like Intel

comes forward to make some psoitive noises.

Remember the latest graphics chip were only getting ramped as well.

Could be a real goldmine for VIA as they were using NSM's fab for chipsets as well as Taiwan.

Interesting few days comin out.

If we don't rally tomorrow I may sell my position and replace with Oct 17.50 calls.

I am hoping for a rally of course.

regards,

Kash



To: DRBES who wrote (72881)9/23/1999 11:31:00 PM
From: Paul Engel  Respond to of 1572326
 
dUMBERBES - Re: "I believe that inTEL does thEIR assembly of thEIR branded MoBos in Ireland (but the chip-sets probably come from Taiwan.)"

Intel's chip sets come from TAIWAN ??????????? !!!!!!!!!!!

No wonder you love AMD so much - you're CLUELESS !

Paul


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News