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Politics : Formerly About Advanced Micro Devices
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To: kash johal who wrote (63144)6/24/1999 1:20:00 PM
From: tejek  Read Replies (1) of 1572637
 
Kash:

RE: "If intc is willing to sell the cpu/motherboard combo for sub $100 than AMD......"

My impression from the cc is that the cpu/motherboard sets that intc marked down below $100 were old, much less than, state of the art sets that had been in its inventory and that probably intc was glad to unload. Since intc is a company that executes flawlessly and rarely errs, I can not imagine that there were more than maybe 10 or 12 of those extraneous sets to unload. My point is that there is a limit to how many of those leftover sets exist in intc's inventory and that eventually they will be gone. Once that happens, then I do not believe that intc will be as willing to mark down as much the new sets coming off the manu. line. So I suspect they will not be the factor they were last quarter. Do you agree?

ted
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