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

To: Cirruslvr who wrote (109618)	5/7/2000 12:57:00 AM
From: Mani1	Read Replies (1) \| Respond to of 1576890

Cirruslvr, Re <<I think you are mixing up what they said about the first half with what they said about the second half.>> No I am not. First half they are capacity constrained. Second half they should meet the demand if there is no upside to the estimates. They said NOTHING that hinted to excess capacity in the second half. I have no idea where you got that. Re <<<<<<<<<<Here's a quote to refresh your mind - "Intel managers conceded they had underestimated late 1999 and early 2000 processor demand. Answering investor concerns head on, Otellini assured the audience., "I'm comfortable that the amount of wafer start capacity we have is more than sufficient to meet second-half demands." We called it [PC 2000 demand] too close," conceded Barrett. "We were delinquent."">>>>>>>>>>>>>> And this means potential excess capacity in the second half? Mani