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Politics : Formerly About Advanced Micro Devices
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To: Time Traveler who wrote (34873)7/20/1998 11:41:00 AM
From: Robert Walter   of 1576026
 
Time Traveler,

RE:This means supply is higher than demand just as several posts have addressed this issue already. Would that bother you? If not, why not?

Yes, certainly it would bother me if true. It would mean that besides the major vendors AMD has contracts with they are not achieving market acceptance with the mid to smaller size box makers. AMD screwed many of these box makers when they were capacity constrained during the yield problems months. Heck just ask CyberMax. AMD must do a better job winning back the confidence of the smaller box makers in order to sell more chips. Or else they are going to have to continue the fire sale of chips which means lower ASP's. IMHO AMD's pricing is more demand driven then Intel driven. Certainly Intel's pricing isn't helping either but AMD is being forced into pricing its chips against lower performing Intel chips, Celeron, because of demand when they have stated in the past that the K6-2 would be priced against P2.

Robert
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