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Politics : Formerly About Advanced Micro Devices

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To: Cirruslvr who wrote (60572)6/4/1999 3:09:00 PM
From: Paul Engel  Read Replies (3) of 1572580
 
Cringe - Re: "Do you think the thing reported earlier today at Sharkyexteme.com is an extension of what you told us earlier, or something completely new?"

It sounds like it is an extension.

The K6-2 and K6-3 prices have been in a STEADY FREE-FALL for about 1 1/2 months.

And Intel's Celeron sales are "rumored" (Morgan Stanley, Merrill, Robbie Stephens) to be very strong.

Ergo, K6-2 demand is falling and inventories are rising.

Paul

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