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


To: Steve Porter who wrote (39359)10/14/1998 10:54:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 1572355
 
Steve - re: " damn I love supply constrained positions when it's industry wide"

Easy does it!

AMD admitted they are DEMAND constrained - they can make far more CPUs than they currently have demand for.

Also, Intel's Celeron/Mendocino is now ramped up into the 4 or 5 million per quarter run rate - so AMD will be BOMBING PRICES big time come October 26 to try and maintain market share.

On the other hand, Intel IS MANUFACTURING CONSTRAINED - due to the DEMAND for their unique products.

Paul