SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Elmer who wrote (107566)8/14/2000 11:42:58 PM
From: Joe NYC  Respond to of 186894
 
Elmer,

Sorry that this isn't what you want to hear but that's what the numbers say.

We are basing this on 3.6 million. If that is the number of chips produces assuming no problems with demand and infrastructure, it would be disappointing (IMO), but would still lead to good earnings.

I think the consensus is that the limiting factor is the infrastructure - chipsets and motherboards, not the production capacity of AMD's FABs

Joe