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

To: kash johal who wrote (51609)3/4/1999 3:42:00 AM
From: Mani1  Read Replies (3) | Respond to of 1573242
 
<<Just checked the CPU pricing there K6-2 400's now UP to over $150.
Celery 400's DOWN to $135
What the hell's going on here.>>

I noticed the same thing. It has been happening for a few days. The price is going up, and the number of vendors offering it is going down. Also a lot of them are putting limits on orders which were not there before. I really hope that it is not due another round of yield problems. I am afraid that K6-III is sucking up manufacturing capacity while yielding poorly.

I am long AMD and new to SI

Mani Ahmadi




To: kash johal who wrote (51609)3/4/1999 10:29:00 AM
From: Jim McMannis  Respond to of 1573242
 
RE:"

Jeez, our friends at AMD are production limited ...... either too
much demand from folks like GTW,Toshiba etc or they are
having yield problems."

Gateway sucking up supply. K6s a smashing success for them.


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