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

To: Kevin K. Spurway who wrote (33097)	6/2/1998 1:48:00 PM
From: zalesky	Respond to of 1572645

To KKS: Pretty much my thinking on street's current expectations of AMD. Lets hope we're right on major resistance at 17 to 18 bucks!! Standing by with more cash to bring the old basis down!!!! LETS MAKE SOME $$$$ ON THIS OVERSOLD ISSUE!!!!

To: Kevin K. Spurway who wrote (33097)	6/2/1998 2:38:00 PM
From: TGPTNDR	Respond to of 1572645

Mr. Spurway- WRT <$17 or $18 will be as low as it goes> Last year I doubted a serious price war. It is now obvious that INTC and AMD will both sell at very close to Marginal cost of Production(and although illegal perhaps below) - to try to keep their fabs running at capacity - while there is insufficient demand at any price to do that -- If the companies gave away the chips(CPUS), I doubt that demand(For computer systems) would increase by 10% -- For an entry level system, that would mean a reduction in price from $699.00 to $624.00, after all. The only flexibility, it seems to me, is: The home builder who might be willing to buy a $100 MOBO & $100 chip to replace the parts he bought last year for $200 and $400 respectively - and gain 50% frame rate in Quake-II. That builder can offer an upgrade to friends for $100 - $300( the upgrade may need a $100 2G hard drive, or 16M of memory) but is good for all parties. - I doubt that the scale will support 65M CPUs - as I doubt that there are 10M hard core quakers in the country! This business is going down the tubes - from oversupply and lack of restraint of all parties involved - IMHO. I heve mostly agreed with you in the past, and perhaps the JD action on INTC will have pricing impacts, but I am coming to think that these two companies are practicing MAD(of AMD). Sorry to be so negative. TGPTNDR