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


To: Process Boy who wrote (95008)2/24/2000 3:54:00 PM
From: Elmer  Respond to of 1575629
 
Re: "Hmmm. It appears to me that Niles is essentially saying, "Demand is good, ramp is fine".

Well if that's true, this thread had the scoop before Niles did but nobody would believe it. If it's true that is.....

EP



To: Process Boy who wrote (95008)2/24/2000 10:31:00 PM
From: Dan3  Read Replies (2) | Respond to of 1575629
 
Re: It appears to me that Niles is essentially saying, "Demand is good, ramp is fine"...

He's flat out saying it, nothing "essentially" about it.

So why have memory and disk drive prices collapsed? This unexpected Q1 surge in processors sold must have included DRAM and disks with every CPU, right?

I know that Niles has an excellent record of volume and profit predictions, so it's probably true, but it remains somewhat puzzling.

Dan