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

To: Paul Engel who wrote (33775)	6/30/1998 10:05:00 PM
From: BenYeung	Read Replies (2) \| Respond to of 1571806

Just bought an AMD K6-2 300 loaded with 4 gig HD, 32 Meg RAM, AGP graphics board and 3D sound card for $999 from this store called Inca Computer Builders's grand opening in Northridge, California. While I was there, the AMD combos were selling like hot potatos because of the price tag (about 7 when I was there, and the store manager said they sold 200 over the first two days of grand opening). I was also at Fry's earlier, some small-time OEM "executive" came in and bought 150 AMD k6-2 chips because he needed more supplies than he could allocate wholesale. Just facts, no hype or lies.

To: Paul Engel who wrote (33775)	6/30/1998 10:10:00 PM
From: John Goldthorp	Read Replies (1) \| Respond to of 1571806

Paul, Is Merrill right? It seems to me this is the larger question here. And one that can affect the Microprocessor segment either way. Is this the "Micron Technology" effect in reverse? ... (too much pessimism). It seems to me this may be what we're dealing with. Are Kurlak's pronouncements on the mark? Or do they mark the bottom? John PS. Isn't it amazing how bulls and bears appear "en masse" when "significant" news come out?