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


To: Mani1 who wrote (109619)5/7/2000 8:36:00 PM
From: Cirruslvr  Read Replies (1) | Respond to of 1577842
 
Mani - RE: "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."

Mani, rather than argue with each other about our interpretation of a quote, I think we should just agree that Intel is better positioned to meet demand in the second half compared to the first half.