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To: Paul Engel who wrote (5162)3/21/1998 10:16:00 PM
From: StockMan  Read Replies (2) | Respond to of 6843
 
Paul,
Re -- AMD could raise the ASP of the 266 MHz K6 to $999.

Once the Celeron 266 is released next month for about $150, The 1 or 2 of AMD's K6-266 from their lab will have to be sold at a price below $100.

AMD does not have a 300Mhz chip!!!

AMD is in DEEP DOO DOO.

Stockman



To: Paul Engel who wrote (5162)3/22/1998 4:13:00 PM
From: Doug M.  Read Replies (2) | Respond to of 6843
 
Paul,

Pertaining to my question above, do you have any news on those recent AMD yields. Any time you have to allocate to this would be appreciated.

I am meeting with Mark Edelstone on Wed. for a luncheon hosted by Morgan Stanley in New York. I would like to go in there with some recent information. I will share any insight I get Wed. with you/the thread.

Regards,

Doug McLeod


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