Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dan3 who wrote (86472)	1/10/2000 11:24:00 PM
From: Process Boy	Respond to of 1573558

Dan3 - <What going on here?> As I have repeatedly said, the 2 month delay that is more than disclosed is the only story here. Since then, the ramp has preceded as scheduled. However, demand for the products is outstripping reasonable ramp rates. Demand is magnifying the 2 month delay fiasco, as well as the supply picture now. I know all you AMD'ers would like to find some other story here, but there is none. Intel does need to ramp P858 ASAP to help ease the supply picture. PB