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


To: Paul Engel who wrote (40201)10/27/1998 1:05:00 PM
From: kash johal  Respond to of 1573864
 
Pauleron,

How about posting what Intels pricing has been doing for the last month on pricewatch.

You might even be pleased (as an alleged AMD investor).

Seeing as they are capacity/yield constrained, with price cuts, and cannibalization of high end by low end (per intel CEO), you should be concerned( as an Intel investor).

AMD is having a rocking quarter(per AMD's sales VP), and only the 333 is selling below $100 (as k6-300 is being discontinued due to high speed bin-yields).

The 350,366 and soon to be 380/400's should see a richer mix of CPU prices over last quarter. Couple that with plenty of capacity going forward you have a recipe for success: increased sales, increased profits etc.

Kash



To: Paul Engel who wrote (40201)10/27/1998 1:10:00 PM
From: Jim McMannis  Read Replies (2) | Respond to of 1573864
 
Engel,
I didn't say they had any, only that the say they have them in stock. At any rate, the release of the 400 is imminent. AMD has already shipped 100s of thousands of 400s to OEMs. Why do they send them to OEMs first? Because the OEMs love K6s...! A year and a half ago how many top tier OEMs did AMD have? How many do they have now? Is there a trend here? Intel must feel like the jilted bride.
<G>
Jim