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


To: Yougang Xiao who wrote (110041)5/10/2000 1:01:00 AM
From: eplace  Respond to of 1577062
 
Yougang Xiao...re:Currently I am closely monitoring Taiwan situation as I think that China's possible military attack on Taiwan is the biggest red flag for global IT industry and for AMD in particular (not to mention all the geopolitical
implications) that is second only to the general market meltdown.

Yougang, I agree very much with this. Since we are on this side of the world, we sometimes forget this. What has been going on over there lately? I was monitoring that situation a few weeks back, but sort of forgot about it lately. Has anything changed for the worst?

Ed P.



To: Yougang Xiao who wrote (110041)5/10/2000 1:03:00 AM
From: Charles R  Read Replies (4) | Respond to of 1577062
 
YX,

<I think that China's possible military attack on Taiwan is the biggest red flag for global IT industry and for AMD in particular >

I can see that such an event is possible but is this a probable threat in your view? What odds would you give for such an event?

Also, why do you say "AMD in particular"? Do you see anything other than UMC chipset and motherboard exposure?

Chuck