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


To: Jim McMannis who wrote (127093)10/31/2000 2:47:57 PM
From: kash johal  Respond to of 1583416
 
Jim,

re:"order cancellations"

I had lunch yesterday with one of major foundries to discuss wafer capacity and availibilty for my new start up.

He mentioned that capacity availability looked "too good" for 2001.

Apparently several major IDMs have cancelled orders in Q4.

They were not specific on who,product type etc.

I consider that fairly bearish.

regards,

Kash