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

AMD 233.54

-1.7%

3:59 PM EST

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To: Brian Hutcheson who wrote (3166)	12/29/1997 2:51:00 PM
From: David B.	Read Replies (3) of 6843

<<"U.S. households to buy PCs over next few months compared to last year, "the driving force is the low end" , high end products are not doing so well, to quote " the pricing umbrella at the high end has collapsed".>> Brian - When Intel has to start competing on price, then we'll see them start to sweat. Intel's business model seems to be based on a product roadmap that has a supercomputer on everybody's desk, in every home. Ever faster microprocessors...Moore's law and premium pricing... Great in theory. Intel has done an incredible branding job too. But the analysts and pundits have given very high marks to the K6, and the general public is starting to realize the value of choosing Intel alternatives. For the last few years it's been a speed war. Soon I think it will be a price war that neither team will really "win." (Note: Assuming AMD can produce sufficient quantity to get on the battlefield in the first place.)

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