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

To: Gopher Broke who wrote (116744)	6/20/2000 5:57:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 1573994

GopherBroke: Re: "Stockholm The CEO of Intel, Craig Barrett, has predicted continuing worldwide PC shortages for the next 12 to 18 months." Comment: Looks like $90's will be short-lived for AMD...for that matter so may be the low $100's once Wall Street understands that not only are AMD bin-splits outstanding but the environment will soak up all AMD can produce! Got a feeling what we saw yesterday (i.e $9 plus) is just the tip of the iceberg for AMD!

To: Gopher Broke who wrote (116744)	6/20/2000 11:49:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1573994

Gopher, <Stockholm The CEO of Intel, Craig Barrett, has predicted continuing worldwide PC shortages for the next 12 to 18 months.> I bet this has to do with ramping up Wilamette in this environment. Iis going to be a major pain to ramp Wilamette on 0.18 and the more Intel shifts it product mix from CuMine to Wilamette the bigger the supply crunch will be. Here is an old comment from me on how Wilamette comment is tied to 0.13 and PB's response. (I miss the guy.) Message 12757783 All in all, this is good for us AMD longs. AMD blew off couple of quarters worth of golden opportunity because of the motherboard situation but Intel's mistakes continue to cover us. Cheers, Chuck