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


To: 5dave22 who wrote (105693)4/14/2000 6:10:00 PM
From: kapkan4u  Read Replies (3) | Respond to of 1570585
 
<Why isn't anybody discussing this? Isn't this big news?

theregister.co.uk

Disaster hits Intel Coppermine supply>

This is huge. There are indications that the article is accurate.

On a different note, I asked my broker how widespread margin calls were. His answer was pretty unsettling: "Almost everybody is getting them". On Monday a lot of people will be trying to come up with some cash.

Kap



To: 5dave22 who wrote (105693)4/14/2000 6:43:00 PM
From: tejek  Respond to of 1570585
 
Why isn't anybody discussing this? Isn't this big news?

theregister.co.uk;

Dave,

Remember when Porter brought the issue up re the rumor about Intel not making its quarter.....that is part of the basis for the rumor; the other part is that business for corporate pc's was down for most of the quarter. Like I said earlier, I hope its not true; it will just roil the markets further.

ted



To: 5dave22 who wrote (105693)4/14/2000 9:40:00 PM
From: hmaly  Respond to of 1570585
 
Dave Re..<<<<Why isn't anybody discussing this? Isn't this big news?

theregister.co.uk >>>>


Damm ; Now I owe Elmer an apology. The other day when he said it was physically impossible to produce 50 -90% more coppermines I though he meant Intel didn't have enough fabrication equipment or fab space. Now I realize he meant it is physically impossible to produce Coppermines no matter how much fab space and equipment one has.

I am sorry Elmer, I misunderstood what you were saying. And I'd bet you thought I would never apologize when I was wrong.

Harry



To: 5dave22 who wrote (105693)4/14/2000 10:58:00 PM
From: Kenith Lee  Respond to of 1570585
 
This may explain why Paul is missing. Maybe he is back in Intel working out the problems, especially the packaging.