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Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?

To: Praveen Johal who wrote (2438)	11/22/1997 8:57:00 PM
From: DRBES	Read Replies (2) \| Respond to of 6843

re: "it could be one reason why we are not seeing the K6 coming down as fast in it's pricing." It could be but I do not think so. The reason, I believe is more market demand pull related. That is, with big boxmakers buying all of supply that is available. (If you believe the stories about Compaq.) The free after market has floated up reflecting enourmous demand and severely restricted supply. Not all of the restriction blamable on poor yields. If you talk to smaller sources, as I do, at the shows; you get a picture of a very friendly and rapidly growing market for AMD chips. I suspect that the ommission of the 25% reference may relate to a decoupling of the price structures when AMD produces chips that have no analog in the iNTEL line. HOW DO YOU PRICE A 300MHz NOTEBOOK PART 25% BELOW A CHIP THAT iNTEL SIMPLY DOES NOT HAVE ???? Regards, DARBES