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

To: Elmer who wrote (85294)	1/5/2000 8:52:00 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 1573063

RE:"Lost in all this is the fact that even with another ultra-mega Fab on line in Israel, Intel is unable to meet demand across the board. I don't think it's a yield problem guys.... Those who expect Intel to have a bad quarter aren't looking at what's right in front of their noses. Yes this spells good news for AMD as well, if only they had more capacity I might even change my view. Whatever happened to Dresden? It was supposed to be online end of '98." Lost in all this is the loss of Intel credibility and ability to convince boxmakers they can lead them to the promised land. As far as the "Demand is good" line Intel continually spouts... Well, it can be interpreted many ways to put it mildly.