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

To: Jim McMannis who wrote (129692)	12/14/2000 6:19:03 PM
From: kash johal	Read Replies (1) \| Respond to of 1570941

Jim, re: Dell Well they are not on a standard quarter so they are only midway thru the quarter. And Mikey is not very upfront either. BTW i doubt if 2500 will hold. There seems to be a real slowdown. And it couldn't have come at a worse time. Everybody overordered and expected a huge christmas season. There are huge inventory's in the channell. This will likely screw up Q1 even worse. Should lead to a decent Q2 if we just have a demand glitch. Unfortunately if we have a longer recession then things will get real bloody. I think semi equipment companies are VERY vulnerable. Rumors that Intel may put most of cap ex on hold for 2001. I think Intel is around 20-25% of world demand for some product companies. And if tsmc and umc follow it get bloody real fast. I think we aint seen nuthin yet. regards, Kash