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

To: tejek who wrote (107463)	4/23/2000 2:23:00 PM
From: steve harris	Read Replies (2) \| Respond to of 1573925

ted, the 200Mhz PentiumPro sucks on the high end. MSFT said there was a shortage of high end P3s. A shortage of P3s in the commercial market. dailynews.yahoo.com Amy and elMer and the rest can spin it their best, but their dog won't hunt. And I think most people here know that. It isn't capacity, I think it's the PPro. Let's see how long DELL and inTel can last this year. Got to get to Willy. steve

To: tejek who wrote (107463)	4/24/2000 3:50:00 AM
From: Elmer	Read Replies (1) \| Respond to of 1573925

Re: "Of course the key factor here is what was the inventory at the beginning of Q4?" Yes that would reveal a lot but I don't think Intel breaks down it's inventory numbers into product groups. Meaning that if you have the dollar value of the inventory you still don't know WHAT is in inventory. I simply take Andy Bryant at his word when he said processor inventories were at record lows. Others claim he is a liar but what's new there? They think Andy's a liar and Jerry's a saint. EP