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

To: carl a. mehr who wrote (33988)	7/7/1998 11:06:00 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 1572556

All, My sources tell me that AMD is pumping out more K6-2s and K-6s than ever before. The numbers are staggering as AMD goes. The higher speed grades are coming grudgingly but coming. Real World just updated an interesting perspective on AMD and super 7. realworldtech.com No more 233s...switching to all .25u. Fast approaching the time to load up on AMD...earnings will be bad. Should mark a low in the stock price. Also, as I reminded all the Intellabees..."In addition, IBM will be coming online soon with their fabs for AMD processors. " No wonder Intel is stuck in the muck.

To: carl a. mehr who wrote (33988)	7/7/1998 11:16:00 AM
From: Maxwell	Respond to of 1572556

Carl Mehr: <<Sure wish that Intel would give the other two PC chip makers a few more crumbs, so we would all prosper. There is big money out there, and the large PC processor price cuts are hurting all of us.>> I agree with you. With this ridiculous pricewar both stocks are taking a toll. Big investors are running away. They rather invest in the "blue sky" (such as the internet) than companies that are out to kill each other. I think in the end AMD will be heavily WOUNDED and Intel will lose a LEG. Can you imagine Yahoo stock rise 20 pts in one day. It takes INTC months to rise this amount and AMD years to get there. Maxwell

To: carl a. mehr who wrote (33988)	7/7/1998 11:17:00 AM
From: Jim McMannis	Respond to of 1572556

Could this be true? "Intel's recent plant shutdown is a further indication of two major trends in the industry. Though summer is typically very slow for resellers and manufacturers, this year has been one of the slowest on record, only partly due to the Asian financial crisis. Intel has not seen anywhere near the sales that they projected for the Pentium II and Celeron processors, while AMD has been slow to get their much-desired product to the marketplace in sufficient quantity. Though Intel has worked very hard to promote the benefits of Slot I and the P II, many consumers are simply not buying it (pun intended)." Intel unable to pull the Celeron over peoples eyes? He he he.