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Technology Stocks : AMD: A thread for real AMD investors not nit-picking twits -- Ignore unavailable to you. Want to Upgrade?

To: zaq who wrote (227)	2/6/1999 7:24:00 AM
From: survivin	Respond to of 254

This is only the first major counterattack and moving vantis will provide a needed financial boost to repel it. This game is far from over and I must question if their policy of matching celerons dollar for dollar is necessary. Last qtr, intc made some 6-7 mil celerons, around 25% of their mix. Recently, Kumar deflected worries of plunging intc asps in the price war by claiming celerons will only account for 25% of the total output, or ~7 mil. Unless intc were to shift production to more celerons, demand pressures should prop asps up or at least provide some measure of support. A real problem would be if intc shifted their prod mix to 50% celerons then amd would be in deep trouble. Here are a couple of good stories, hard to find lately, which suggest amd has made tremendous strides in oem confidence. They also support my demand theory by emphasizing the size of amds market. techweb.com techweb.com some vantis news techweb.com