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

To: Scumbria who wrote (98929)	3/18/2000 11:41:00 AM
From: Elmer	Read Replies (3) \| Respond to of 1575780

Re: "Just as Intel gets ramped at 800 Mhz, AMD cuts the price in half!" AMD is desperate to move their unsold inventory. Plain and simple. EP

To: Scumbria who wrote (98929)	3/18/2000 6:03:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1575780

Scumbria, <Isn't it entertaining to watch AMD torture Intel with Athlon MHz increases and pricing drops, just like Intel did last year to K6?> Ah! The receiving end! Intel can be in a world of hurt if Q2 demand is not sky high. <Just as Intel gets ramped at 800 Mhz, AMD cuts the price in half!> I expect OEM prices on 800MHz to be less than $200 by mid-April (by the time 1G volumes kick in). If AMD pulls off some busines SKUs at Thunderbird introduction (and the odds are good), Intel ASPs can collapse in Q2 - especially if the demand slows down. It will be interesting to see how Intel plans to get out of that. Just need to pull a few more tricks out of that bag until Wilamette. Chuck

To: Scumbria who wrote (98929)	3/19/2000 1:09:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1575780

SCUMbria - Re: "Isn't it entertaining to watch AMD torture Intel with Athlon MHz increases and pricing drops, just like Intel did last year to K6?" Sounds like you are being TORTURED with Intel's strong and steady rise in Stock Price - setting its TWENTY THIRD NEW ALL TIME HIGH since last November. And you don't OWN any !!! It's amazing that you think you are so much smarter than all those who are buying Intel's shares. Remember what Dan Niles said !! Paul