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

To: Scumbria who wrote (106866)	4/19/2000 6:08:00 PM
From: Epinephrine	Respond to of 1574681

RE: <In a rational world, Intel's production problems would be viewed as a huge plus for AMD. Niceguy make the mistake of expecting the world to be rational on a day to day basis. Longer term, the market does tend to be quite a bit more rational.> Scumbria, I agree with every facet of your statement. Regards, Epinephrine

To: Scumbria who wrote (106866)	4/20/2000 1:17:00 AM
From: Petz	Read Replies (2) \| Respond to of 1574681

Scumbria, re:<In a rational world, Intel's production problems would be viewed as a huge plus for AMD.> Intel shot themselves in the foot. By saying that the supply shortage might ease in the 2nd half, they thought this would be taken as a positive. Instead, everyone predicted a price war. Thats why AMD was hurt today, plus the option writers trying to panic people into selling their calls. What Intel says about their production in 2H, IMO, is worthless. They don't know how many coppermines they can make next week, let alone 6 months from now. The bigger story from the CC was that Intel cannot meet demand for Q2, almost guaranteeing a rise in ASP's for AMD. Petz Petz