Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: StockMan who wrote (35927)	8/13/1998 11:24:00 AM
From: Jim McMannis	Read Replies (3) of 1573151

Stocky, "The point was AMD. One other fact to consider, Only the hobbyists buy systems from the retail distributors (such as on pricewatch.com , how many hobbyists do you think would buy the K6-266, K6-2-300, and K6-2-333. The point is that even the hobbyist market can reach saturation. One of the reasons AMD cancelled the IBM contract. They have a DEMAND problem. What will happen if AMD has a loss like last Q of 105 million, What do you estimate the stockprice of AMD to be. My guess is in the dumps." My point was that CompUSA is hardy ant indication on how AMD is doing. Sorry to get off on the Compaq tangent but it's renewed presence was really apparent. Based on reports from pricewatch ventors I suspect that the K6 complex is VERY popular. As far as saturation. There all always (at least in the history of PCs) new hobbyists, builders, upgraders looking for faster speed grades etc. so saturation is unlikely. As far as major vendors' market share, last I looks "other" was still the largest segment. If AMD has another loss like last quarter they will likely be a "take under" project at best. This is the make it or break it quarter IMHO. Jim

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