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Politics : Formerly About Advanced Micro Devices
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To: A. A. LaFountain III who wrote (60363)6/4/1999 12:37:00 AM
From: Yousef  Read Replies (1) of 1571842
 
A.A.,

Re: "I would think that the longs are looking for meaningful profitability
to justify much higher prices ..."

I actually agree with you on this point, A.A. ... but ... I believe that
AMD will post a loss in Q2 and most likely Q3 with solid negative earnings
for the year. Intel will continue to keep AMD "segemented" into the low/middle
end home PC's and AMD ASP's will stay below $100. A.A., keep a close
watch on K7 performance/benchmarks ... If AMD can't stay up (Mhz or
performance), then they will never get their ASP's up.

Make It So,
Yousef
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