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

To: Jim McMannis who wrote (35053)	7/24/1998 3:47:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 1584515

Jim, look closely at the data over the past several months. PC prices have stabilized or stayed flat, not gone down. A big reason is because PII systems have come down to $1200 on the low-end. All Intel is now doing is obsoleting the lower speed PII and replacing them with a higher-speed PII for the low-end. Thus, I don't see average PC prices dropping below $1000 anytime soon. Why? Because many consumers will spend a few hundred dollars more to get the latest and greatest PII. In fact, one could argue that PC prices might go up some depending on how much marketing Intel does on PII vs. Celeron. And, of course, this strategy is devastating for AMD for the obvious reasons (i guess not so obvious for AMD stockholders). joey

To: Jim McMannis who wrote (35053)	7/24/1998 5:13:00 PM
From: Paul Engel	Respond to of 1584515

McMannis - Re: "How exactly did AMD switch to AMD????" Sorry for the error. It was meant to say IBM. Re: "Face it, it's all headed sub $1000, sub $500 next. This can't be stopped." All? Maybe for AMD and Cyrix. If you are correct, your Cyrix and AMD investments may go to near zero - for a complete write-off! Ever wonder why your one "profitable" x86 investment is Intel? Or is that too difficult for you to comprehend? Seems you can't wait for all your investments to go to ZERO. Don't worry - 2 out of 3 ain't bad! Paul