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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Elmer who wrote (169716)	8/21/2002 1:22:38 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Elmer, Well you're forgetting about Q4 of last year. Demand was high, Intel was sold out because of the large Willamette die and AMD couldn't make more than a fraction of the potential output of Fab30. In short, AMD's yields crashed and they couldn't deliver. I don't think you are correct about the shortage. I recall about 1 story about shortage of AMD parts (low speed at that) and about 5 stories about Willamette shortages, but neither one was real, just temporary dislocations. It is now about 2 years from the beginning of warnings, missed targets, demand not materializing. The stock prices reacted accordingly: quote.yahoo.com Anyway, I think this is turning out to be an obsession of yours, and I am truly waiting for the time it can be put to test, which is, a day when AMD has demand for its products that exceeds AMD's ability to supply. Joe