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

To: Time Traveler who wrote (49442)	2/12/1999 11:19:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1584048

TT, >Re: For instance, the more top tier vendors AMD signs up, the lower >the ASP is going to be. TT - you are wrong IMHO.. We are gearing up for a major price war. The war is moving from low end to higher speed mainstream applications. That means that AMD's ASP's may rise as they move up. On the other hand Intels ASPs will suffer. Margins will fall. And their stock price will FALL. Unless the market unit volumes increase 30% this year which no-one is forecasting. All ze best, Kash