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

To: StockMan who wrote (37303)	9/22/1998 1:19:00 PM
From: Jim McMannis	Respond to of 1582723

Stocky, You are waking up. What's goin' on? ASPs...Yes we agree. The ASP is all important this quarter because we know cost/chip has gone way down over the quarter. How much do you think the ASP on the K6-2-400 will be? Hint...maybe about $220 when it come out. About what the 350 is now... We also agree about the Celeron A...heck of a chip...better than the Pentium II... Jim

To: StockMan who wrote (37303)	9/22/1998 2:05:00 PM
From: Maverick	Respond to of 1582723

CPQ introduces K6-2/350 Presario 5150, K6/300 Presario 1250, K6/266 notebooks Compaq introduces new personal computers, notebooks HOUSTON, Sept 22 (Reuters) - Compaq Computer Corp. (NYSE:CPQ - news), the top personal computer maker, said on Tuesday it would offer several new Presario computers, including two price-competitive ''minitowers'' and new notebook models. The company said its minitower personal computers -- the Presario 5150 and 5170 -- are priced below models with less advanced features from rivals Dell Computer Corp. (Nasdaq:DELL - news) and Gateway Inc. (NYSE:GTW - news). The new Compaq models come in minitower format, allowing the central processing unit to be hidden away under desks. They feature state-of-the-art digital technologies, one-touch access to the Internet, electronic mail, and secure online shopping. The Presario 5150 is based on an Advanced Micro Devices Inc. (NYSE:AMD - news) 350-megahertz microprocessor and is priced at $1,199. The 5170 runs Intel Corp.'s (Nasdaq:INTC - news) Pentium II 350-megahertz chip and is priced at $1,499. The list prices reflect a $100 rebate that Compaq offers to customers who accept the company's offer of a 50-hour free trial of its Compaq Easy Internet Access service. Compaq also said it had redesigned its Presario 1200 consumer notebook line with new high-performance sound and graphics. It said its Presario 1250 is the first computer to feature a new line of high-performance microprocessors optimized for notebooks built by AMD. The computer features AMD's mobile 300-megahertz K6 processor and is priced at $2,400, including the Internet rebate. Compaq also announced two notebook models running 266-megahertz chips from either AMD or Intel, priced at $1,699 and $1,999, respectively, including the Internet rebate.

To: StockMan who wrote (37303)	9/22/1998 2:17:00 PM
From: Maverick	Respond to of 1582723

Mr. Stockman. This is the time to buy AMD. IMHO, Q3 K6 ASP improved significantly due to demand increase. Sorry, I am not at liberty to share vital info w/ you. But trust me, we are going to see AMD shoots up to low 30's after Q3 earning release this year. If you recall, I was the one that pounded table on AMD before it rocketed to low 30's during Feb-April 98. Watch the firework. There is no love or hate in investment, only ROI is what we are after. Of course I welcome your opinion to constantly check my investment thesis. Ditto Mr. Engel's. However, I sincerely believe time is right to get back to AMD. Under 20, AMD is a steal for Q3 will almost break even. Q4 will be in the black. 99 will even be better. A few months from now when you look back and reflect on what a great opportunity you might have missed.