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

To: Jim McMannis who wrote (34830)7/19/1998 1:29:00 PM
From: Time Traveler  Read Replies (2) | Respond to of 1578330
 
Jim,

Jerry is still claiming AMD is selling all K6 produced, and the recent earnings report did not suggest any inventory build-up of K6. It is unlikely there is any K6 in the inventory.

Time Traveler



To: Jim McMannis who wrote (34830)7/19/1998 3:54:00 PM
From: Elmer  Respond to of 1578330
 
Re: "I don't see AMD cutting prices do you? They may be realizing they don't have to since the Celeron has a reputation as a "loser" chip. The Celeron may be Intels thorn in the side, not AMDs. AMDs ASP will rise in the third quarter. The .35u chips are gone. "

But if inventories are backing up as you stated, they will have to drop prices to clear them out. Intel will be dropping prices so AMD will have to as well.

EP


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