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

To: Paul Engel who wrote (99084)3/20/2000 3:06:00 PM
From: Scumbria  Respond to of 1575466
 
Paul,

Would you rather have a problem of EXCESSIVE DEMAND - like Intel - or EXCESSIVE PRODUCTION - like AMD ?

I would rather have excess capacity at a time when there is an inability to fill orders by the industry leader.

Am I referring to AMD, or CPQ back in the early 80's?

Scumbria



To: Paul Engel who wrote (99084)3/20/2000 3:51:00 PM
From: tejek  Read Replies (2) | Respond to of 1575466
 
Would you rather have a problem of EXCESSIVE DEMAND - like Intel - or EXCESSIVE PRODUCTION - like AMD ?

Paul,

But what if the problem is a shortage of product due to problems with yields and not excessive demand.

Indications are that demand is flat and yet there is a shortage of Intel product.

ted


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