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

To: gnuman who wrote (34108)7/8/1998 8:54:00 PM
From: VICTORIA GATE, MD  Read Replies (1) | Respond to of 1571200
 
Gene Parrott

With (AMD's) debt structure approaching that of its Korean counterparts, the stock could test its support at its book value of $14 a share," Kumar said in his report.

zdii.com




To: gnuman who wrote (34108)7/8/1998 9:18:00 PM
From: kash johal  Read Replies (2) | Respond to of 1571200
 
Look, over 50% of all CPU's are sold by no-name shops.
I agree that Celeron will be in deep discount and NSM and IDTI are in trouble.

I don't think you can assume that IBM/CPQ will save AMD.
IBM has mfg. rights to k6 and MX and compaq's focus will be high end with Alpha?XEON/MERCED.

Just remember all the support and help IBM gave Cyrix.

I think the whole sector is in trouble, BIG trouble

regards,

kash


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