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Technology Stocks : AMD:News, Press Releases and Information Only!

AMD 207.60

-1.5%

3:59 PM EST

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To: cfimx who wrote (3570)	1/7/1998 10:46:00 AM
From: Ali Chen	of 6843

<Ali, paul engel said you know everything!> As usual in most topics, he is hyping. <Intc I think believes that national and amd won't be able to produce the volumes Ibm and cpq will need. ie over promise and under deliver.> I do not know what INTC thinks, but there is a natural movement in the whole PC industry to escape claws of Intel monopoly. When the desire [desperation?] is mutual (between PC makers and competitiors to Intel), it may give results even in rather tough situations. <Also, are there any good www sources for getting unit and price numbers on intc shipments historical and estimates? Thanks.> Reports from some industry analysts contain the price volume and blended ASP, but not unit info. Albert Kovalyov was the best poster of this kind of info on SI, but he committed a web-suicide few months ago in protest against AMD bashers like Paul, Yousef, Stickman, etc. I hope he is still around with us and watching. Hello, Albert! The unit info is heavily guarded secret of Intel. For this internal data ask Engel, he claims to have internal sources and is an Intel accountant on SI.

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