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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 168.90+4.9%Dec 5 3:59 PM EST
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To: Mark Oliver who wrote (5794)3/9/1999 1:48:00 PM
From: LK2  Read Replies (1) of 9256
 
Mark, my impression of AMD is pricing pressure from INTC plus production problems at AMD equal typical AMD underperformance on a financial basis and on a stock price basis.

Regards,

Larry

For specific figures on retail sales of low-end PC and their interpretation, you can choose your analysts. CPU reports problems, but retail sales are only a small part of PC sales, anyway. And CPU problems are worsened by competition and the dropping Average Sale Price of PCs.
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