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

To: milo_morai who wrote (109166)5/3/2000 2:00:00 AM
From: Charles R  Read Replies (2) | Respond to of 1578967
 
<The fact is INTC has blow two flat tires and that's the only Reason AMD is having a problem with supply.>

Seems to me like this is not the cause for the "problem" but just is exposing AMD's weakness on the infrastructure side.



To: milo_morai who wrote (109166)5/3/2000 10:25:00 AM
From: Scot  Respond to of 1578967
 
Agreed Scumbria..The fact is INTC has blow two flat tires and that's the only Reason AMD is having a problem with supply.

I double-agree. You can't bet the farm every quarter. And let's not forget, that in addition to the significant effort involved in a ramp, that you have the accounting impact. Frankly, I think AMD is very well positioned, everything considered.

-Scot


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