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

To: Paul Engel who wrote (43789)12/22/1998 1:47:00 AM
From: Yousef  Read Replies (2) | Respond to of 1573902
 
Paul,

Re: "What do you think? ... Yields are higher than expected - so AMD can
drop the ASPs?"

OR ... AMD is "demand constrained". After reading on this thread about
the AMD two week "holiday", I beginning to believe that Q4 might not look
as good as some expect. BTW, shutting down a Fab for two weeks is not
a "good idea", IMHO.

Make It So,
Yousef




To: Paul Engel who wrote (43789)12/22/1998 1:52:00 AM
From: Yousef  Read Replies (2) | Respond to of 1573902
 
Paul,

Re: "The 400 MHz K6-2 dropped from $254 to $230 - nearly 10% - and the 350 MHz
dropped from $128 to $114."

Paul, why would anyone pay twice as much for 15% more performance ?? ... Sounds
like the DOJ should investigate !! Where is Fuchi when we need him. <ggg> (probably making little Xmas ornaments at the institution)

Make It So,
Yousef



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