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bobs10

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bobs10

Re: mmoy post# 59961

Monday, 07/25/2005 11:36:12 AM

Monday, July 25, 2005 11:36:12 AM

Post# of 97806
Must be frustrating for the whitebox makers not being able to get CPUs.

Me...

Not to mention us AMD stock holders. I really hope this capacity shortage thing doesn't get worse. With AMD gaining support the last thing I want is the old supply issues to come back and haunt AMD at a time when they need to be increasing demand. We'll have to keep an eye on supply to see if problems start showing up in other areas.

AMD appears to be getting into a situation where allocating resources is going to be an unbelievable headache. I hope INTC is taking notes. I have every confidence that a real pro is going to show INTC how it's done. Compared to AMD, INTC's allocation problems are piddley.

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