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

To: combjelly who wrote (116873)	3/10/2004 5:26:00 PM
From: DRBES	Respond to of 275872

BTW...my latest salesperson, Angelo, is going to call me for my order, just as soon as delL is supplying this processor, once again.

To: combjelly who wrote (116873)	3/10/2004 5:36:46 PM
From: kapkan4u	Read Replies (2) \| Respond to of 275872

Prescott is beginning to look like a major disaster for Intel. IIRC Intel has been running 4 fabs on 90nm for many months and the 5th FAB is ramping. I would appreciate links with public statements in this regards to confirm. They can't build anything in 90nm except Prescotts and Dothans. If the majority of these wafers end up in the dumpster, Intel's Q1 and Q2 are going to be mud, while AMD will get all kinds of unexpected business. Remember the spring of 2000? Is the history about to repeat in a major way?