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To: Twisted Pair who wrote (46165)	1/20/1998 10:45:00 PM
From: Gary Ng	Read Replies (2) \| Respond to of 186894

Twisted Pair, Re: their pricing is very aggressive Have you noticed their ASP last Q ? May be they have gone way too aggressive. Losing money for each CPU sold and it would only get worse. Gary

To: Twisted Pair who wrote (46165)	1/21/1998 12:44:00 AM
From: StockMan	Read Replies (1) \| Respond to of 186894

Twisted Pair, AMD last Q, shipped 1.5M K6's according to CEO Jerry Sanders. Thats it. For this Q, AMD does have a clue, or wont tell how many K6's they intend to ship. So all those ads, demands etc.. are constrained by that 1.5M, and probably a lot less this Q. Stockman

To: Twisted Pair who wrote (46165)	1/21/1998 1:46:00 AM
From: Ernie Ganas	Read Replies (2) \| Respond to of 186894

>>At computer sales in my area if you don't get there early all of the AMD CPU's are sold out and all that's left is Intel and Cyrix. << In the SF Bay Area computer shows AMD, IBM and Cyrix are available after 1 PM, but very few Pentium II's left after 1 PM. Some P200, P200MMX and P233MMX are left after 1 PM. I've known most of the of the vendors for years and they tell me in private that they sell all the Pentiums and Pentium II they can get their hands on. They don't have a very high regard for the AMD chips. Since these guys are very thin margin folks who have to turn their CPU and Memory stocks over on a weekly basis they have a real feel for the market. They were the first to tell me about the AMD failures and problems when all the PC magazines were raving about the AMD chips. Ernie