SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD:News, Press Releases and Information Only! -- Ignore unavailable to you. Want to Upgrade?


To: greg nus who wrote (2810)12/9/1997 3:37:00 PM
From: Brian Hutcheson  Read Replies (2) | Respond to of 6843
 
Greg , re sell them for $100 and build them for $25
$25 is the cost at .25 on 200mm wafers .
The ASP with all these goodies ie notebook 300mhz and K6-3D ,then later K6+ (with L2cache built in) should translate to appreciably higher than $100 . We will see much higher earnings than analysts are predicting IMHO . Their estimates are still affected by the earlier disappointments , so they do not want to go out on a limb so to speak.
regards , Brian



To: greg nus who wrote (2810)12/9/1997 11:44:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 6843
 
Greg - Re: " AMD on the other hand has a foot hold in the sub zero market and for once can play it's own game."

The sub $800 PC is the new battle ground. Check out this article to see what Cyrix and AMD are doing!

Get ready for the sub-$800 PC
By Michael Kanellos
NEWS.COM
December 9, 1997, 5:40 p.m. PT
URL: news.com

Paul