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Politics : Formerly About Advanced Micro Devices

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To: Maxwell who wrote (34449)7/14/1998 12:01:00 PM
From: Joey Smith  Read Replies (1) of 1574573
 
re:AMD has positioned well to sell to the mass. Their model is based on volume at ASP $100.

ASPs on PCs are going up. Why? With PIIs starting between $1000-$1200, no one is buying K6/Pentium PCs anymore. With 300-333 Mendicino coming in 6-8 weeks and selling in PCs for $800-$1200, K6 is in big trouble. Why? They wont get the volume they need to justify their costs. Sell on any upturn in this stock.

joey
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