Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (124919)	9/27/2000 12:42:37 PM
From: boris_a	Read Replies (2) of 1575607

Ted, I seriously expect another warning from Intel (Q4). The price for a 1GHz cpu is heading to < $300. Intel has almost no parts up there. P4 won't help near term. And Duron 800 is near. "Volume is our vaccine", tm Sanders. Call it "Dresden effect". Watch those European OEM's jumping ship now. This is going to set up pressure. The big OEMs (Compaq, HP, Gateway, Fujitsu-Siemens) will crank out Giggys at nice X-mas prices. Boris

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