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

To: kash johal who wrote (35968)	8/14/1998 2:47:00 AM
From: Gary Ng	Respond to of 1573130

Kash, Re: It's the smaller shops who are being starved and they will sell whatever they can. If they can! I believe I read from someone(Cyrix?) who said customers only know about MHz which is why their PR rating never work. The problem with AMD at the moment is PII(and Celeron) is moving fast in terms of MHz. By 24/8 month, 300Mhz is the entry level(anything below that will be in fire sales) which unfortunately for AMD is their top of the line. Gary

To: kash johal who wrote (35968)	8/14/1998 3:09:00 AM
From: Paul Engel	Respond to of 1573130

Kash - Re: "As you know AMD is ramping up supply and if they ship 4-5M k-6 this quarter at ASP in $100 range they could even break even. " Maybe yes, maybe no. AMD already dropped the K6-2 300 MHz price from $156 to $126 (Actually, these are RETAIL PRICES - AMD's price will be LOWER) BEFORE Intel launched the Mendocinos. And the K6-2 266 MHz is ALREADY below $100. On top of all that, AMD's other businesses are all under severe pressure and may lose more money in the current and coming quarters. The AMD communications division is hurting - LAN chip sales are way down - guess whose LAN chip sales are way up? Flash memory prices are coming down due to more competition from Japanese and Korean manufacturers. And Vantis is -- well, a sink hole for dollars. Plus, AMD's interest payments on their mounting debt is increasing. Big trouble lies in store for AMD. Re: "Frankly I am looking at this as a short term trade." So am I. No real future in AMD. Paul