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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Mani1 who wrote (6281)8/23/2000 12:54:17 PM
From: milo_moraiRead Replies (2) | Respond to of 275872
 
What did you think of CNBC's report of INTC's shortages continuing?

Considering the 180nm ramp was supposed to alleviate this, and has not. furthering the mounting evidence that INTC is having yield problems and poor binsplits.

That couple with AMD's recent price cuts, put's INTC in a world of hurt, as if they drop prices they increase demand with they already CANNOT meet.

AMD is going to own the HIGH end for the next 18 months IMO!

Milo



To: Mani1 who wrote (6281)8/23/2000 1:45:34 PM
From: MaverickRespond to of 275872
 
MSDW:Hyundai says flash memory is sold out for rest of yr.
09:29 ET SanDisk Corp (SNDK) 72 7/8: According to Morgan Stanley Dean Witter, Hyundai says flash memory is sold out for remainder of year. Firm believes SNDK will benefit from this development.
AMD should benefit as well. So much for supply = demand.


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