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

To: kash johal who wrote (34111)	7/8/1998 9:41:00 PM
From: FJB	Respond to of 1571207

Kash, Read all your posts here and on the Intel thread. I believe you're on the money with your analysis. Things look ugly for all x86 suppliers in the second half. We need a strong resurgence in demand from Asia and that does not appear to be in the cards. Ugly. Bob

To: kash johal who wrote (34111)	7/9/1998 3:34:00 AM
From: Trey McAtee	Read Replies (1) \| Respond to of 1571207

kash-- CPQ wants the high end, but they also want to morph into a consumer electronics company. if things are this bad for AMD, you better believe INTC is hurting. their pricing flex on celeron (a name which oft quoted kumar forgets at times...an indication of a first rate securities analyst<G>) has to be at or near zero. which is cheaper to produce...K6 or celeron. as for AMD being saved...i dont see any need. they need to trim R&D, cause it obviously isnt paying off, and pushing out the dresden fab would be a good idea, but as far as them being in total hell, its not that bad. there is something to be said about CPQ and IBM working more closely with AMD though. one thing everyone seems to have missed is that all this means the asians are never going to get a real hold in the CPU market. so, when things come back AMD and INTC are going to be in a great position. i do feel sorry for NSM. back to CPQ real quick...they want the consumer end. badly. good luck to all, trey