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

To: Paul Engel who wrote (39019)	10/12/1998 1:03:00 AM
From: Maxwell	Read Replies (1) \| Respond to of 1572690

Priest: <<I have heard current manufacturing levels of the Celeron are approaching ALL of AMD's K6 + K6-2 production.>> Demand for CeleronA must be good. Look like the whole market is shifting to lower price computers. If Intel's earnings is good is that means INTC stock will go up? Maxwell

To: Paul Engel who wrote (39019)	10/12/1998 1:35:00 AM
From: Jim McMannis	Read Replies (2) \| Respond to of 1572690

Paul, RE:"You mean the Celery Chip, don't you Jim? And I suppose you think some local Computer show selling CPUs out of the back of a truck is indicative of Intel's markets? Buy some more Intel, Jimbo, and make up for your Cyrix and AMD losses. Intel on Tuesday will indicate how well Celeron A's are doing." ---------------- Where did you learn to be so nasty? Double up on the lithium, will ya bub.

To: Paul Engel who wrote (39019)	10/12/1998 8:05:00 AM
From: gnuman	Read Replies (1) \| Respond to of 1572690

Paul Engel re:<I have heard current manufacturing levels of the Celeron are approaching ALL of AMD's K6 + K6-2 production.> Don't you think that's rather scary? Can I conclude that between K6 and Celeron these two companies will produce enough of these chips to support almost half the W/W demand of PC's? (IDC forecasts 1999 at 91 Million PC's. With Celeron and K6 ~10 million units/qtr next year?). If the demand is there I see some real margin issues for Intel. If the demand isn't there, I see some real pricing and margin issues for both companies. This looks to get even bloodier, with the consumer being the only real winner.