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


To: Scumbria who wrote (41795)11/18/1998 4:08:00 PM
From: Kevin K. Spurway  Respond to of 1572751
 
Re: "I'll probably get back in on Monday."

Historically, AMD has had a nice little January effect which you probably don't want to miss out on. I think semis should be a pretty good ride up until maybe the end of the first quarter next year. At that point I think people will start becoming concerned with overcapacity as the industry transitions to .18u. I'll probably get rid of my AMD and Intel at that point. Hopefully AMD will be in the mid thirties by then and Intel around 120.

Kevin



To: Scumbria who wrote (41795)11/18/1998 5:34:00 PM
From: Brian Hutcheson  Respond to of 1572751
 
Re. Availability of K6-2 400
Since the demand by the top 5 PC cos could be very strong for this product for Xmas sales , do you expect to see any on the open market ?
Until AMD have produced at least 500K I would not expect to see large amounts being offered by chipmerchant resellers .
Brian