Replies to post #47924 on Advanced Micro Devices Inc (AMD)

[kpf]

Chris,

on your hypothesis of capital flowing from INTC to AMD common for hedge, you might want to look at the first half hour of todays trading session. I would wager we have seen some of it there.

K.

[ChrisC_R]

Is there a real Intel chip shortage, or just a good chip shortage?

Is Intel just trying to force people off the Northwood 130nm chips, because they need to up their margins by selling 90 nm Prescott hotshots that they can churn out for pennies....? Intel says "suck it up....."

Or are the binsplits so bad that Intel only has warehouses full of slow P4 2800's....

Or is it nobody wants those space heaters that only work in a new BTX box with silver plating? Maybe they read this:

http://www6.tomshardware.com/cpu/20041114/index.html

Or do customers only want cool Dothans?

[Tiger64]

Does anyone get the feeling that this might be bad blood between HP and Intel...a shortage? or is Intel gonna give its best to loyal customers...