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

To: dale_laroy who wrote (60259)	10/25/2001 4:18:05 PM
From: wanna_bmw	Respond to of 275872

Dale, Re: "How can you rationally believe that AMD's Q3 channel stuffing will come back to haunt them in Q4 when Intel flat out states there will be shortages in Q4? Would Intel lie to us?" Intel said that volumes would be "tight" in Q4. Yes, I know that means shortages, but the question is, short of what value, and by how much? I think there is far more Pentium 4 demand than Intel thought, and that they can meet demand, but just barely. You obviously think that demand is still down relative to the economy, and that Intel still has problems manufacturing Pentium 4. Add to that the rumors on this thread that Intel has yield problems, problems with .13u manufacturing, and problems with Northwood performance, and yeah, things would probably look grim for Intel. If that were true, then AMD would gain back market share. I don't think that is true. wanna_bmw