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

To: Jim McMannis who wrote (78682)	11/5/1999 12:14:00 AM
From: Gary Ng	Respond to of 1574848

Jim, Re: This would account for "NO INVENTORY" (BECAUSE THE INVENTORY HASN"T BEEN MADE IN SUFFICIENT QUANTITIES YET, IF IT HAD it would be all over pricewatch)... One more reason to sell your INTC <G> Gary

To: Jim McMannis who wrote (78682)	11/5/1999 12:19:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1574848

Jim - <You haven't been reading Pauls posts...I thought Intel may be stockpiling Floppermines but he suggested they just shut down production when they figured out there were no i820s, motherboards with 2 RIMM slots and not enough "new" RAMBUS. This would account for "NO INVENTORY" (BECAUSE THE INVENTORY HASN"T BEEN MADE IN SUFFICIENT QUANTITIES YET, IF IT HAD it would be all over pricewatch)...> Otellini made it pretty clear what the quantities are. He also made it very clear how many (in order of magnitude) to expect. He also made it clear that Intel is ahead of schedule on .18 production. ML report suggests Intel is pushing the fabs as fast as they can. Production did not or has not shut down on Coppermine. i820 very well may have something to do with the visibility, but not because production shut down. Intel expects record revenues this Q: biz.yahoo.com Do you think they can do this with .18 shut down? PB