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Politics : Formerly About Advanced Micro Devices
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To: Profits who wrote (29546)3/5/1998 12:28:00 PM
From: StockMan  Read Replies (1) of 1572474
 
Big Losses,
Re -- Dropping their prices too quickly.

Expect further drops in April and May. What do you think this would do to AMD. Can AMD produce these chips as cheaply as Intel can?

Also if demand is a problem, Do you think that the reason AMD signed the IBM deal was because Compaq stopped ordering K6?

Stockman
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