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

To: kash johal who wrote (35939)	8/13/1998 8:52:00 PM
From: David Wu	Respond to of 1573102

where did you see the announcement? Could you please post it? Thanks, DW

To: kash johal who wrote (35939)	8/14/1998 12:57:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1573102

Kash - Re: " I have bought into AMD as I think they will benefit most this quarter from this demand increase. " You had better check AMD's pricing. Their K6-2-300 is now selling at retail for only $126 which is about $30 or $40 BELOW where it was selling about a month ago. Any shortage should cause a price rise, but the K6-2 pricing has DECREASED. Why? Intel's Celeron -300 is now selling for $99 and the 266 MHz for only $75 - so AMD has cut their K6-2 prices significantly. On the flip side, Intel's Pentium II - 300 MHz sells for $237 and the 333 MHz costs $297 - pretty respectable pricing. AMD's K6-2 -300 is selling 47% BELOW comparable Intel Pentium II 300 Mhz prices - way beyond the 25% guidelines. These low prices will not assist AMD in making a profit this quarter. By the way - if a PC manufacturer can't get a Pentium II from Intel, due to shortages, to stuff into his motherboards, he can't exactly plug a K6-2 into the empty motherboard - it won't fit! Paul