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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (65155)	7/13/1999 11:44:00 PM
From: Joseph S. Lione	Respond to of 1578649

Chuck - "For a change, AMDs future is completely within AMDs hands." That sounds like the final nail in AMD coffin. <g> Joe

To: Charles R who wrote (65155)	7/14/1999 12:55:00 AM
From: Yougang Xiao	Read Replies (3) \| Respond to of 1578649

Chuck: <<- The drop in INTCs ASPs and profits, especially in the IABG coupled with the commentary about increasing margins, most likely, means pricing will get better in the mid-range. I expect Intel to continue to have a very aggressive low end pricing to inflict as much hurt as possible on Via/National.>> Hope your prediction plays out. But, I am not so sure that's the case. Otellili also commented that they expected the PIII to crossover PII in Q3 and that translate into an increasingly larger quantity of PIII in Q3. If they only expect a "slight up" Q3, with large increase of PIII volume, I would anticipate Intel to cut PIII price substantially in Q3 to make sense out of their guidance. Obviously, I hope I am wrong on this one.