Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: WJP who wrote (3191)	11/21/1996 7:24:00 PM
From: Greg Strzegowski	of 1583137

I maintain a buy on AMD and a short on INTC (Margins will be pressured as a direct resullt of lower ASPs) Think about the K6 pricing (will a company pay INTC $1,052 for a 200Mhz Kalmath (or $500 for a Kalmath 200Mhz) when they are for sale at $350 at AMD. (So how is INTC going to keep revenue rising if ASP will remain constant of slightly decline) Think about it folks (listen to what people are saying. I THINK INTC WILL EXPERIENCE A NEGATIVE MIX SHIFT IN ASP/MARGIN AS A RESULT OF THE INTRODUCTION OF THE K6. I THINK AMD WILL EXPERIENCE A POSITIVE MIX SHIFT IN ASP/MARGIN AS A RESULT OF THE K6. Regards. P.S. Folks this is not rocket science.

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