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

To: niceguy767 who wrote (90077)	1/27/2000 4:49:00 PM
From: Elmer	Read Replies (1) \| Respond to of 1574096

Your minds madeup. Why confuse you with meaningful information? EP

To: niceguy767 who wrote (90077)	1/27/2000 5:28:00 PM
From: hmaly	Read Replies (1) \| Respond to of 1574096

<<<<<Message #90078 from niceguy767 at Jan 27 2000 4:42PM Hi elmer: Re: "The second part of the discussion has been that it is assumed that if Intel is not ramping at the pace desired by their customers, then the only explanation is a yield problem. That's foolish. I can think of many possible limitations that have nothing to do with yields.">>>> Mr. niceguy, Maybe Elmer is right. there might be other reasons. Have you considered the fact that the coppermine yields and binsplits are just fine. Maybe Intel has thought up another way to make money. What if Intel was stockpiling chips in order to create a shortage during 4q-99. (ala opec cartel) This not only keeps their asps up but it kills GTW and DELL stock. INtel buys said stock cheap, announces a surplus of coppermines 1 wk. later and then sells back said stock for a big profit and can now make estimates for first quarter by counting the sales as profits and excluding costs. Very clever those Intel guys. I mean if you can't screw your friends who can you screw?