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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (57481)5/6/1999 7:18:00 PM
From: kash johal  Read Replies (1) of 1572712
 
Tench,

Re: "The K6-III 450 MHz is still very low supply. Its high price makes sense.

However, the fact that Pentium II 450 was selling for more than Pentium III 450 MHz is very peculiar. Probably a phenomenon that can't be reasoned away by any of us who don't have a view of the whole picture."

I agree about the KIII 450's those prices are meaningless.

But my recollection was the PIII 450's were running around $380-400 as of a few days ago?

So a $100 drop is very significant as it come on the same day as that idiot Niles talking about poor demand and asp declines.

As an Intel Investor I would be worried.

As an AMD investor I am worried.

This can only be bad news IMHO.

Regards,

Kash
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