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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Bill Jackson who wrote (29309)	3/2/1998 6:57:00 PM
From: StockMan	Read Replies (2) \| Respond to of 1572704

Thread, Re -- AMD K6 demand soft? Compaq CFO at Merrill Lynch conference mentioned that January was "competitive" in terms of pricing. Since CPQ has been publisising, benchmark results of the AMD systems when compared to HP and packard bell, it seems like these systems may not be selling as well as first thought. Could this be one of the reason for AMD outsourcing the K6, and signing up all those distributers (compaq not ordering anymore K6). Also with sub-1000 fully loaded PentiumII-233 (covington and Mendocino appear to be targeted at sub-600 and sub-800 systems, in the 2H 98) from taiwanese manufacturerers (FIC of MediaGX fame and ACER) what place does the K6 have? By 2Q PentiumII slot 1 systems will be more than 50% of the market. Sure looks like the pieces are beginiing to fall into place. AMD will become a "fabless" chip company. Stockman