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

To: Tenchusatsu who wrote (104566)	4/12/2000 6:09:00 PM
From: Steve Porter	Respond to of 1578296

Tench, Not really.. at least not yet. For every extra wafer there are 2 needed right now. Cell phone, PDA, etc. growth is outstripping additional capacity. Steve

To: Tenchusatsu who wrote (104566)	4/12/2000 6:14:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 1578296

Ten, Is anyone worried about the long-term possibility of overcapacity, considering that other big players like Intel and TSMC are busy adding capacity as we speak? From all indications, the semiconductor business is headed for explosive growth this year. Scumbria

To: Tenchusatsu who wrote (104566)	4/12/2000 6:38:00 PM
From: Petz	Read Replies (1) \| Respond to of 1578296

Tench, re:<Is anyone worried about the long-term possibility of overcapacity> Even AMD is, thats why they have entered into long term agreements with major flash users to buy AMD products, while Intel hasn't. Will Intel be willing to say how much flash sales went up in Q1? Petz