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To: Joey Smith who wrote (69949)12/18/1998 1:36:00 AM
From: Paul Engel  Respond to of 186894
 
Joey - Re: " If true, will this news make you sell???"

That would depend on the AMD 400 MHz K6-2 VOLUME.

If it climbs to the millions/quarter, that could actually RAISE AMD's ASPs, assuming that the price stays in the $140 - $180 range.

However, if AMD can't ship high volumes of these fast parts, and KATMAI takes off, AMD will be in deep, serious trouble.

I hope that I'm smart enough to sell BEFORE AMD heads "down for the count ".

Paul



To: Joey Smith who wrote (69949)12/18/1998 4:37:00 AM
From: Scumbria  Read Replies (1) | Respond to of 186894
 
Joey,

Celeron 400 in early Jan. will be a serious blow to AMD's ASPs.

It also will be a serious blow for Intel's ASPs.

Scumbria