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Re: HailMary post# 47911

Tuesday, 11/23/2004 2:23:59 PM

Tuesday, November 23, 2004 2:23:59 PM

Post# of 98416
HM, re: "My feeling is AMD is picking up some business wins, which might help Q1 and Q2."

Agree, and a shortage of the most popular Intel chips will help:

"HP confirms Intel CPU-shortage news
HP stated Intel executives had informed it about the CPU shortage and that it is a global issue. HP also stated that it was told that a severe shortage could occur in 1Q05. [Commercial Times, Nov 23]"

http://www.digitimes.com/news/a20041123PR207.html

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