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

To: Bill Jackson who wrote (77621)	10/28/1999 8:14:00 PM
From: steve harris	Read Replies (1) \| Respond to of 1574046

Bill, amazing. A lot of people putting faith in the iNTEL webcast. After the past few months, how can anyone trust anything iNTEL says? Surely the MIA-Coppermines are a supply and demand problem and not a "yield" problem. You can't believe iNTEL when they tell you they have only shipped a few hundred thousand. What's those 4 iNTEL fabs been doing? Tiddly Winks? iNTEL said q3 was lower because of .18 problems. Ramping up blankety-blanks for the unusable 3rd Rambust slot must be taking too much time. AMD screwed up, CPQ screwed up, looks like iNTEL screwing up. What is the book value on iNTEL? " JUST WHO THE HECK DOES intEL THINK IT IS...pauL'S CONCEPTUALIZATION OF AMD ? " (tm DRBES) At least AMD has changed their ways. Doesn't look like iNTEL can recognize their current path. Maybe next year. So much for my iNTEL holdings........ iNTEL afraid of AMD. Now that's funny! Mysef