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

To: Paul Engel who wrote (45245)	1/9/1999 11:26:00 PM
From: Cirruslvr	Read Replies (1) \| Respond to of 1580037

Paul - RE: "AMD's prices are plummeting on their flagship product - and that may impact my AMD investment." Yeah, prices are dropping, but AMD should be releasing some processors on Wed. Granted, that the mobile chips aren't going to have the high volume normal K6-2's have, but those should boost ASPs until the K6-2 450 (and 433?), and K6-3 come out. The price drops didn't come until this Q "officially", so hopefully they won't effect the stock. If you measured AMD's ASP from the beginning of the year to this date, I bet they would be much lower than $100. (Not counting any mobile K6-2 chips they may have shipped to OEMs.) "But I'll bet you don't own any Intel stock to "offset" your losses." No.

To: Paul Engel who wrote (45245)	1/9/1999 11:53:00 PM
From: Maxwell	Read Replies (2) \| Respond to of 1580037

Priest: <<AMD's prices are plummeting on their flagship product - and that may impact my AMD investment.>> I suggest you SELL, SELL, and SELL <<But I'll bet you don't own any Intel stock to "offset" your losses.>> AMD shipped 5.5M CPU in Q4 while Intels shipped less than 25M. With that number AMD has reached 25% of Intel units. Next quarter AMD is expected to ship 7-8M CPUs and with the demand of GTW (hint , hint) and Toshiba AMD is sold out for Q1. Look like your Intel stock may not offset your losses after all. AMD has penetrated the market and have won the following OEMs as their customers 1. Compaq 2. IBM 3. Hewlett-Packard 4. Gateway (will announce very soon) 5. Acer 6. Fujitsu 7. Toshiba (will announce very soon) 8. NEC 9. Packard Bell 10) UMAX 11) Cybermax 12) Everex 13) Polywell 12) Tiger ..... ..... ..... The only ones that are left is DELL and Micron. Lately I heard Micron will use AMD. Dell on the otherhand is looking at K7 samples. Thus AMD has weakened Intel considerably. These news should also help Intel considerably a) MSFT delaying DirectX 7.0 for KNI b) IBM/CPQ/GTW alliance to form fast PCI bus to compete Intel c) VIA and ALI making K7 chipset d) FTC is probing into Intel bullying business tactics All I can say is Intel's glory days are OVER! Maxwell