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

AMD 243.98

+4.5%

Nov 10 3:59 PM EST

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To: Joey Smith who wrote (3224)	12/29/1997 8:22:00 PM
From: Brian Hutcheson	Read Replies (1) of 6843

Joey , don't forget with PII it is not just the large and cumbersome package , but also that more expensive M'board . In order to really pull the carpet from AMD , Intel has to have a cpu with that cheap socket 7 interface which is superior in design and speed . AMD is soon to release a 266mhz and a 300 mhz K6 according to what I have read . They can now play the same game as Intel , as the the price of one drops it is replaced by the higher speed part thus maintaining the blended ASP at a very profitable level . This is further boosted in '98 by the K6-3D and later the K6+ 3D enabling AMD to maintain the ASP . A point also worth considering is that due to K6s small size on .25 their production cost is low , under $30 according to analysts . If AMD can produce a cpu in volume (even a $100 ASP cpu) they could be extremely profitable . I am looking forward until later in '98 when they will be producing 5M+ K6s in a quarter , that will really boost sales and earnings . Brian

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