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

To: Cirruslvr who wrote (106602)4/18/2000 4:32:00 PM
From: niceguy767  Read Replies (1) | Respond to of 1574491
 
Cirruslvr:

Re: "Intel .88 - .17 for one time tax and you get .71 oversll, beats estimates, below whisper, says demand is good, but supply will CONTINUE to be TIGHT! GREAT NEWS FOR AMD!!! (the tight demand part)"

Comment: Now AMD can get on with its next 30% plus upleg...



To: Cirruslvr who wrote (106602)4/18/2000 5:09:00 PM
From: Mani1  Read Replies (1) | Respond to of 1574491
 
Cirruslvr Re <<says demand is good, but supply will CONTINUE to be TIGHT! GREAT NEWS FOR AMD!!! (the tight supply part)>>

Agreed.

Not a good report by INTC. They are clearly having yield issues. Their yields got to be a lot lower than what they have been used to. They are losing market share and still can not satisfy demand.

Mani


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