Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (35959)	8/14/1998 2:22:00 AM
From: kash johal	Read Replies (2) of 1573135

Paul, You make excellent points. I think the medocino could really hurt AMD next quarter as well. My expectation is that as long as AMD keeps retail prices above $100-110 on average then they will at least show a much reduced loss. As you know AMD is ramping up supply and if they ship 4-5M k-6 this quarter at ASP in $100 range they could even break even. Frankly I am looking at this as a short term trade. Once the world gets out that PC demand is robust then we could easily see AMD in 20-25 range at least for a few weeks. In terms of switching to K6 from PII, I am sure that OEMS are getting all the PII's they want. It's the smaller shops who are being starved and they will sell whatever they can. Regards, Kash

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