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: Tony Viola who wrote (119361)11/27/2000 11:49:51 AM
From: Elmer  Read Replies (3) | Respond to of 186894
 
Re: "Paul, others, have any idea what this is about? Mustang was canceled, but is Robby Stephens saying it was because of MFG problems? Palomino, but that was always next year, wasn't it? From Briefing:"

Hmmmm, now who was it that was saying Mustank was probably canceled because of manufacturing problems???? Someone help me here <G>.

EP



To: Tony Viola who wrote (119361)11/27/2000 2:14:46 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Tony - Re: "Robertson Stephens says that AMD is experiencing manufacturing problems with their next-gen chip and will not be shipping in the current quarter as expected; expect price cuts from AMD to be moved forward from January to now to make up market share; also expect Intel (INTC) to announce price cuts soon with the current weak demand environment."

That is news to me !!

That might explain why AMD is taking a beating today.

Let's see...SpryGuy should bless us all with an essay about AMD's flawless execution pretty soon !

Paul