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

To: Xpiderman who wrote (48409)	2/4/1999 1:04:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 1571757

RE:" Kumar:"Our checks indicate that OEM prices on K6-2s for March delivery are as follows: 333MHz - $40, 366MHz - $50, $380MHz - $55 and 400MHz - $60," wrote Kumar, who rates AMD a "hold." "As such, we expect blended average selling prices (ASPs) exiting the March quarter to drop to $60, a 30 percent sequential decline." "... ------- He says this and still rates AMD a hold? This guy isn't coherent. How much can Intel make on the Celeron 333 at $40, 366 at $50 and 400 at $60? Nada. Please save this Kumar quote for posterity. This guy has earned his first name. Jim