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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Maxwell who wrote (65484)	9/26/1998 6:25:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Maxwell - Re: "At $100 ASP there is good money to be made for AMD. Can't wait till the PII-400 drops to $100." Last quarter, AMD had an ASP of $85 for their K6 and K6-2. AMD lost $105,000,000 before tax credits. At an ASP of $100 - 3.5 million K6-x's will net an additional $52.5 million [ (= 100 - 85) * 3,500,00 ]. AMD should still produce a loss on operations of $50+ Million - before AMD gets a break from us honest tax payers - who make a profit. Re: "Can't wait till the PII-400 drops to $100. I will then buy one for display." At that point, the K6-2 400 MHz will sell for $75 and I'll consider buying one as a paper weight. Paul