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Technology Stocks : AMD/INTC/RMBS et ALL

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To: grok who wrote (71)	9/18/1999 3:18:00 PM
From: Charles R	Read Replies (2) of 271

KZ, <In the near term (rest of this year) I just can't see how AMD can ship enough product to really change anything, except maybe bragging rights. > If you think this does not change anything and is about bragging rights then i suggest that you check www.pricewatch.com to see the retail (1 unit) prices of PIII-600 (Intel's current top speed bin). Selling at $596! It is a safe bet the even second tier OEMs are probably getting the parts in the $4xx range. Intel's top speed grade has not shipped at these ASPs in a long time. And, I say the game has just begun - AMD is only shipping in the hundreds of Ku range right. It will be intereting to see how things shape up in the next few quarters. Chuck

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