Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: gnuman who wrote (34102)	7/8/1998 8:36:00 PM
From: kash johal	Read Replies (1) of 1583680

I think the k6-2 will be priced in the $80 range for Q3. I suspect that the devices will be in oversupply and AMD will not be able to sell all they can produce. I expect lossess to GROW and the stock to fall lower in Q3. I think all the x86 suppliers are in trouble. If you take a look at any product when there is oversupply the prices fall through the floor. SRAMS, DRAMs, FLASH....you name it. There needs to be some rationalisation in this business. I suspect that NSM and IDTI will eventually drop out of the mainstream x86 biz but not next quarter. Regards, Kash

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