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

To: Pravin Kamdar who wrote (40930)	5/23/2001 1:51:37 AM
From: Mani1	Read Replies (2) \| Respond to of 275872

Pravin, the Crush chipset is a very big deal. It will be nice not to rely on VIA for the mobile. But I think semi's have made a comeback in anticipation of something which is not there. Fab utilization continues to be very low, yet inventories are only modestly down. Also the BTB of 0.4 for equipment guys is amazing. 60% less order than already low shipment. By the time this thing goes back to parity, there would be very little shipment. I think this "can't get any worse" argument is very tired. Mani