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


To: AK2004 who wrote (40909)5/22/2001 10:03:47 PM
From: jjayxxxxRead Replies (1) | Respond to of 275872
 
RE: given the total $$$ volume, just the recent intel delay may cause a huge drop in b2b. I wonder what b2b would be net of intel orders?

Good point. So how much does Intel spend on this sort of thing (equipment/materials)? About $0.5 Billion per month? <g> (that's precisely the drop in orders from March to April)

JJ