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


To: Process Boy who wrote (88878)1/22/2000 12:26:00 AM
From: Cirruslvr  Read Replies (1) | Respond to of 1584606
 
PB - RE: "<P.S.: With all the talk about AMD having inventory I think that it is very likely that Intel will have a demand problem this quarter>

That's not what Intel guidance said, and that is not what I'm seeing at all."

So Intel has overcapacity?



To: Process Boy who wrote (88878)1/22/2000 12:26:00 AM
From: Charles R  Read Replies (2) | Respond to of 1584606
 
PB,

<That's not what Intel guidance said, and that is not what I'm seeing at all.>

Excuse me! But, Intel's guidance has not exactly been on target for several quarters now.

Mark my words (I mean bookmark this post), Intel is losing market share this quarter.

Chuck