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Politics : Formerly About Advanced Micro Devices

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To: Jim McMannis who wrote (78670)11/4/1999 11:45:00 PM
From: Charles R  Read Replies (2) of 1574508
 
<Prices dropping on CPUs...especially Intel...
cpureview.com >

Right now, Intel's product mix is stuck at 500MHz speed grade. Corporations, the core that forms high-end demand, probably will not move beyond that grade for the quarter. Will consumers move up the scale? Hard to tell. If the consumer mix moves more toward the lower-end for Christmas, Intel's apparant strategy of ceding the low-end to AMD may backfire.

Right now I give Intel 50-50 odds on the quarter. So far this looks like a repeat of Q3 but if CuMine comes through strong they may make it. Right now it is too early to call. I am watching.....

Chuck
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