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

To: Paul Engel who wrote (39364)	10/14/1998 10:59:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 1588631

Paul, If Intel is demand constrained, AMD will get more business. Like it or not. Personally it seems to me that the industry is actually growing a lot faster than a LOT of the ANALysts want to admit. It must be. I mean when was the last time INTEL was supply constrained. AMD will do okay this Q. I have confidence in their product offerings, always have. It was always their mfg capability that I questioned. Well it's working well enough to get them through at least one more quarter, probably 2. Steve