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

To: Charles R who wrote (89395)	1/25/2000 1:22:00 PM
From: Goutam	Read Replies (2) \| Respond to of 1571198

Chuck, f the grey market is as strong as the Nikkei article suggests we may not get a good indication of "real" prices until the grey market subsides. If I remember correctly, that article referred to Taiwanese box makers situation - high demand and not enough supply of PIII 500s & 550s(Katmai?) from Intel. Goutama

To: Charles R who wrote (89395)	1/25/2000 1:55:00 PM
From: zax	Read Replies (2) \| Respond to of 1571198

Agreed! There is a basic perception shift in the marketplace, now that AMD makes worlds fastest PC processor. When Intel (by far) had the speed title AMD was perceived by many as just a seller of low-end knockoffs who would shy away from systems based upon the AMD. I think we are going to continue to see AMD blow away earnings estimates with sustained profitability and garner a much larger percentage of the processor market in the coming quarters. Thats why I'm long as of today. Incidentally, I bought an Athlon 700 last week and am very happy with it. -- Eric