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Politics : Formerly About Advanced Micro Devices

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To: Elmer who wrote (41051)11/8/1998 8:04:00 PM
From: Paul Engel  Read Replies (2) of 1573925
 
Elmer - Re: " Celeron demand is way up and the effect on the sub $1000 market is bad news for AMD. "

AMD is responding by cutting K6-2 prices and shoving a lot more K6-2's into the distribution channel.

This may temporarily help them maintain their market share, but it will have a BAD EFFECT on their bottom line.

We'll know the truth in January - unless AMD's analyst conference on Thursday morning brings us a "surprise".

I'm sure Cherry Sanders will be waving the FLAG mightily that day.

Paul
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