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

To: Maxwell who wrote (40237)	10/28/1998 12:10:00 AM
From: Maxwell	Read Replies (1) \| Respond to of 1573092

AMD Report Card: 1) AMD fixed their production problem---------------------(A) 2) AMD got the speed up to 400MHz-------------------------(A) 3) AMD stopped a streak of losses and make money in Q3----(A-) 4) AMD signed more customers, Sony & Packard Bell---------(A) 5) AMD got the 0.18um copper process from Motorola--------(A) 6) AMD got the K7 and will demo a K7 at Comdex------------(A) 7) AMD got the K6-3 to demo at Comdex---------------------(B+) 8) AMD captured 53% of all retail market------------------(A+) 9) AMD will ship 5M+ K6-2 in Q4---------------------------(A+) 10) AMD got a new COO and eventually be a CEO, Atiq-------(A+++) The first 8 news caused AMD stock to tank. I will not be surprised if the last one will get a cheer from Wall Street. That may be the deciding factor to push AMD out of this doldrum. Maxwell

To: Maxwell who wrote (40237)	10/28/1998 12:40:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1573092

Low Priest - re: "Unfortunately the mass is quite ignorant of computers. " I will admit that there were 3.8 million ignorant purchasers of PCs last quarter. However, the real battle is now being waged with the OEM's. Intel and AMD will compete head-to- head on performance. Since Intel is a hands down winner on performance, AMD's only response is to DROP THEIR PRICES. And K6-2 prices are plummeting ! Sure, IBM and HP and Compaq will sell some $799 PC's with a $99 (OEM pricing) 350 MHz K6-2. And the 400 MHz K6-2's will be below $199 within two weeks of their introduction. The unfortunate problem for AMD is that the 400 MHs K6-2 will NOT BE a viable BUSINESS/COMMERCIAL solution - since it is uncompetitive with the Celeron and Pentium II offerings of Intel. So AMD will be stuck with CPUs going into low cost - low margin - retail PCs. Meanwhile, Intel's Celeron is making tremendous inroads - and Intel is bringing the price down as their yields continue to improve. Paul