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

To: Jim McMannis who wrote (78670)	11/4/1999 11:45:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1574709

<Prices dropping on CPUs...especially Intel... cpureview.com > Right now, Intel's product mix is stuck at 500MHz speed grade. Corporations, the core that forms high-end demand, probably will not move beyond that grade for the quarter. Will consumers move up the scale? Hard to tell. If the consumer mix moves more toward the lower-end for Christmas, Intel's apparant strategy of ceding the low-end to AMD may backfire. Right now I give Intel 50-50 odds on the quarter. So far this looks like a repeat of Q3 but if CuMine comes through strong they may make it. Right now it is too early to call. I am watching..... Chuck

To: Jim McMannis who wrote (78670)	11/4/1999 11:52:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 1574709

Jim, Re: Prices dropping on CPUs...especially Intel... So are you going to sell all your INTC tomorrow to take advantage of the recent run up ? You like the company less and less and Y2K is coming and even when INTC was at 70 a few weeks back, you didn't think it worth the price to pick up some and now the CPU prices are dropping. So there should be no reason to hold it any longer, right ? How about switch all of them to AMD as you said "this time is different" ? Gary