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

To: Cirruslvr who wrote (85230)	1/5/2000 4:34:00 PM
From: Mani1	Read Replies (1) \| Respond to of 1571978

Cirruslvr Re <<Intel's response - "Ramp is doing very well. Demand is strong.">> LOL, good one. This is really a good news for AMD, but I have a feeling it will be down tomorrow. I hope not. Mani

To: Cirruslvr who wrote (85230)	1/5/2000 4:34:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1571978

Cringe - Re: "Gateway just announced an earnings and revenue shortfall due to a lack of chip supply and Y2k (yeah right) in Q4" Let's see if I understand this. Gateway had Y2K problems - so they DIDN'T HAVE enough orders - but they couldn't get enough chips from Intel to fill the orders that they DIDN'T receive - right ? Paul

To: Cirruslvr who wrote (85230)	1/5/2000 4:42:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1571978

C, RE:" Too bad Gateway dropped AMD just in time for Q4...." Clearly Gateway should not have dropped the Chalupa (AMD K6s)... jajajaja I think I'm going to up my CPQ holdings. Jim