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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Tenchusatsu who wrote (190877)6/18/2004 6:33:12 PM
From: tejek  Respond to of 1573683
 
Ted, I am not aware of any "inventory overhang." Personally, I think Kurlak is overgeneralizing the short-term semiconductor cycle, all to make himself sound like a guru once the all-but-inevitable happens.

Well I had of company specific problems but I hadn't heard that it was an industry wide problem. Maybe you're right......he's playing chip guru.

ted