Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (44089)	12/27/1998 2:06:00 PM
From: kash johal	Read Replies (1) of 1573439

Tench, You make some excellent points regarding AMD systems being percieved as low end due to market positioning/segmenting by OEMS. Compaq is the key to AMD's success. They gave life to AMD last year by agressively offering K6's. They have agressively pushed the k6-2 400 into a pretty nice system that a more serious user might buy. They will be key to the success of the K-3 and K-7's too. PS with IBM now offering K6-2 400's, with CTX offering K6-2 400's and them being available from box makers it sure looks like volumes must have been quite reasonable for the k6-2 400 in Q4. If the k6-3 comes out in decent volumes in q1 and the K7 in Q2 then AMD should easily double CPU sales from 98 to 99 and increase ASP's over 98 as well. Clearly there is room for both AMD and Intel to do well in 99 unless demand collapses. Regards, Kash

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