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

To: Maxwell who wrote (40937)	11/5/1998 11:06:00 PM
From: Maxwell	Read Replies (1) \| Respond to of 1573640

Barron's Article on AMD: Got this over private thread by Michael "From Barron's Online: Advanced Micro Devices is another candidate for a bargain purchase, says Milton. Though its price also has nearly doubled (to 23 7/16) from its 52-week low of 12 3/4, it is still shy of its high of 31 by more than 25%. AMD's stock has benefited from strong demand for the company's K6 chip, which has taken market share from Intel in low-end PCs. " Maxwell

To: Maxwell who wrote (40937)	11/5/1998 11:09:00 PM
From: Elmer	Read Replies (2) \| Respond to of 1573640

Re: "You gave me a great idea. AMD should release the K6-2-500MHz rated at 2.3V IMMEDIATELY and sell it to OEMs for ASP=$200 as soon as possible. People want MHz and don't give a damn on Vcc. This way AMD will beat Intel in MHz and get higher ASP. This will surely lure DELL to AMD at first announcement. After all Intel hasn't released any 500MHz yet." Unlike you, Dell knows something about device reliability. No vendor would be stupid enough to buy them. EP