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


To: Jim McMannis who wrote (50743)8/11/2001 1:48:29 PM
From: AK2004Read Replies (1) | Respond to of 275872
 
Jim
precisely, increase in production capacity is what everyone is cheering about without regard that that would lead to imbalance and overproduction.
Intel is playing with fire now
Regards
-Albert



To: Jim McMannis who wrote (50743)8/11/2001 5:01:03 PM
From: Bill JacksonRead Replies (2) | Respond to of 275872
 
Jim, The moves to .13 and beyond coupled with larger wafers are going to yield more parts than the market will absorb. Looks like Intel will be selling some fabs....if they contractors do not foreclose on them first.

Bill