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Technology Stocks : AMD:News, Press Releases and Information Only!
AMD 217.53+1.5%Nov 28 9:30 AM EST
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To: Francis Chow who wrote (5747)4/23/1998 11:06:00 PM
From: Bill Jackson  Read Replies (2) of 6843
 
JIT hits long prod times hard. They do in fact need a buffer. I am not sure if Intel will charge into the night at full production and simply reduce prices to empty the ware house. A supplier of a scarce resource can do that(they are the only P-II maker.) As the price falls use shifts from Pentiums by AMD/etc to P-II. The only problem is chip set rampup. The fall in prices and the upped demand might cause certain chip sets to be scarce and starve 100 Mhz bus P-II systems. ??, IMO anyway.

AMD will be ramping up their 3D product, killing the celery(or crippling it), Intel will ramp up. so prices will drop on silicon parts. It is easier to do that than tp modulate production rates.

Bill
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