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

To: tejek who wrote (82874)	12/14/1999 12:19:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1571577

Ted, <intc....because yields on cumine suck (demand is not the issue) and DEll....because intc has yield problems on cumine.> I am not sure if this is true. In the last day or so evidence has been mounting that a quarter end slow down may be happening. AMD is discounting Athlons for resellers, Intel chipsets are supposedly piling up in Taiwan. Niles and others have warned that business folks have gone into Y2K lockdowns. All indicators of possible demand problem - especially on the business side. AMD's lack of exposure to that segment may be good news for a change. Chuck

To: tejek who wrote (82874)	12/14/1999 12:47:00 PM
From: Goutam	Read Replies (1) \| Respond to of 1571577

Ted, This AM on CNBC, an analyst/fund manager (not sure which)announced ... ... Here is the analyst name - FWIW - copied from Yahoo Board messages.yahoo.com __________________ Earnings warning on CNBC... by: ChrisC_R, 12/14/1999 10:02 am EST, Msg: 87881 of 87885 Guy called David Steinem on CNBC just said he doesn't think Intel will make their earnings this qtr, due to problems with high end chips -- not shipping -- and Rambus screwup. Says will also hurt Dell...... Did not say (though we know) how much this helps AMD! Go AMD.... ____________________________________________________________________ Regards, Goutama