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


To: AK2004 who wrote (38171)5/3/2001 11:42:11 AM
From: bacchus_iiRead Replies (1) | Respond to of 275872
 
Albert,
RE"how bad the demand can be if amd needs UMCs help"

I'm still not sure that UMC will make CPU for AMD in the near future.

See Message 15742271

Gottfried



To: AK2004 who wrote (38171)5/3/2001 12:17:10 PM
From: bacchus_iiRead Replies (1) | Respond to of 275872
 
Albert,

About demand/supply imbalance ...

A quick view at 2 suppliers I used in the past doesn't show that AMD is more supply constraint than INTC.

Have a look at: shop.pccanada.com
and tccomputers.com
vs tccomputers.com (Note the AMD advertising on this Intel page :-)

Gottfried