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To: Gary Ng who wrote (46167)	1/21/1998 12:47:00 AM
From: StockMan	Respond to of 186894

Gary, Re -- Losing money for each CPU sold and it would only get worse With the obsoloesence of the 200Mhz (AMD's yields plunging by 50% more than the already LOW yields), and the price cuts on the 233's and PentiumII's in a couple of weeks, AMD's ASP's could tumble a LOT further. Of course they will always sell those 1 or 2 at the chipmerchant for the "smart" guys like fuchi, and Tom's hardware man. Stockman

To: Gary Ng who wrote (46167)	1/21/1998 5:20:00 PM
From: Twisted Pair	Respond to of 186894

Gary, >>Have you noticed their ASP last Q ?<< I don't follow their $$ numbers... just use their products. I have read their CEO tends to shoot from the hip. He's brought the company to the brink more than a few times. He'll never be accused of being a ANdy Grove. I suspect AMD will be around, in one form or another, for a very long time. Somebody will buy them if things get too rough. Hello IBM! I don't pretend to know anything about AMD's finances. I've just been using their products for years. Mike