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

To: Goutam who wrote (89216)	1/24/2000 3:17:00 PM
From: Charles R	Respond to of 1572987

Goutama, <Also, Intel pledged to resume normal supplies in the second quarter. However, because Intel made the same promise earlier to bridge the lapse in the first quarter, most of its local clients have expressed little confidence and are over-booking supplies.> This is generally bad news. Over-booking or double booking distorts the supply situation and makes it very difficult for AMD/Intel to forecast. Just about the only people who comeout really ahead in these situation are the folks who are selling into the black market. <Hope AMD takes advantage of this window of opportunity.> AMD should get some benefit of this. The key issue here is if the motherboard/chipset side has been exploited to take the fullest advantage of the situation. Chuck