Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Joey Smith who wrote (3224)	12/29/1997 7:16:00 PM
From: Andrew Subda	Read Replies (2) \| Respond to of 6843

Joey. Your comments just represents the true Christmas Spirit, love and cooperation. I was wrong with the numbers. We have benn granted four idiots not three. Have fun with your Intel investment, but remember; one AMD processor sold is one less Intel sold. I am working very hard with all my friends, and they friends around the world to buy AMD insted of buggy Intel. Secretly I have to admit tremendous succes in my task. We, and thousand people like me are taking the carpe from under Intel. Go back to your Rat pit and count your loses. More will come shortly. Andrew

To: Joey Smith who wrote (3224)	12/29/1997 8:22:00 PM
From: Brian Hutcheson	Read Replies (1) \| Respond to of 6843

Joey , don't forget with PII it is not just the large and cumbersome package , but also that more expensive M'board . In order to really pull the carpet from AMD , Intel has to have a cpu with that cheap socket 7 interface which is superior in design and speed . AMD is soon to release a 266mhz and a 300 mhz K6 according to what I have read . They can now play the same game as Intel , as the the price of one drops it is replaced by the higher speed part thus maintaining the blended ASP at a very profitable level . This is further boosted in '98 by the K6-3D and later the K6+ 3D enabling AMD to maintain the ASP . A point also worth considering is that due to K6s small size on .25 their production cost is low , under $30 according to analysts . If AMD can produce a cpu in volume (even a $100 ASP cpu) they could be extremely profitable . I am looking forward until later in '98 when they will be producing 5M+ K6s in a quarter , that will really boost sales and earnings . Brian