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

To: Elmer who wrote (90670)	1/31/2000 4:54:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1571871

Hi elmer: Full capacity at 75% of the fabs...Virtually zero production at the other 25% as they were all tied up in PWeeIII production problems! All right, I'll buy that reasoning for Intel's flat performance in Q4! Guess you don't read too well...Gopher Brake told me AMD traded at $50 in the aftermarket on January 18...AMD also made $0.43 didn't they fudd, more than $1.00 over your ridiculous, but well thought out by your standards anyway, estimate of negative $0.62! Hey fudd, I think AMD hit $30, $35 and $40, long befre your $25, $20 and $15! If you didn't like AMD at $17, fudd, I guess you really don't like it at $36...or has Intel's Q4 production fiasco brought youto your senses?

To: Elmer who wrote (90670)	1/31/2000 5:01:00 PM
From: Petz	Respond to of 1571871

ELmer, re:<you are unable to grasp the meaning of "full capacity" and therefore cannot understand why full capacity would pose a restriction on increasing volume> Well, Elmer and PB, would you believe MERRILL LYNCH (Joseph Osha)? "The supply constraint issue is, we think, well understood already. Dell had planned to transition to Rambus memory in the latter part of 1999, but Intel's failure to supply chipsets supporting the architecture in a timely manner caused problems for Dell in an already-tight memory market. On the microprocessor side, Intel's delay in ramping the Coppermine reduced overall supply as Intel pulled wafer starts over to the low-yielding part - that hit Dell, which had committed to being at the leading edge of Intel's technology roadmap, especially hard." Say it ain't so: "Intel's failure," "Intel's delay" and "the low-yielding part", Intel Floppermine. Petz