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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: Charles R who wrote (81066)5/17/1999 3:55:00 PM
From: Paul Engel  Read Replies (1) of 186894
 
Charles - Re: "- AMD sitting on 1 Mu inventory"

That confirms what I posted on the AMD thread about 1 1/2 weeks ago.

Re: "AMD is yielding K7 over 600MHz"

Oh yeah... how many and at what voltage?

Re: " and most of the K6s over 400"

What is "most" ? 51% or 99% ?

That makes a lot of difference.

However, AMD's ASPs just collapsed so their >400 MHz CHEAPU's are now selling at last quarter's <400 MHz prices.

In football, they call that a "NO GAINER ".

Paul

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