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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (73172)	9/26/1999 9:04:00 PM
From: Charles R	Respond to of 1572177

Jim, <I don't buy it either. From what I can tell, PC demand is very, very good.> Looks like my read on what Niles said is different from yours and Steve's. I think he said demand is "softer than expected" not "soft". Just posted something on this to Steve a few minutes back. It is tough to call 28-29Mu "soft". <Niles will hang himself. > We will know in a few weeks but given his recent track record the odds are probably in his favor. <Buy Intel and AMD at these levels, IMHO...> Taiwan, inc. seems to be up and running. Looks like there may be a pop tomorrow at open for all semis. Chuck