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


To: kash johal who wrote (51822)3/8/1999 3:41:00 AM
From: Mani1  Respond to of 1572630
 
Kash,

You pretty much summed the reasons as to which I purchased AMD recently. Here is a few more

AMD recently signed up Toshiba, which I think is huge success. They are the market leader in notebooks. A definite boost to ASP's.

K6-III can potentially do to the business sector what K6-2 did to the consumer market :) Although all top 10 OEM's beside Dell are on board, none of the them really market their AMD based systems to the businesses. If K6-III is able to change that we are looking at $130 ASP's :-) The fact of the matter is that AMD has not even begin to penetrate the lucrative business market.

The Celeron pricing are not good for AMD, but I think that the net market share shift (in low end PC's) will be from Cyrix to Intel. AMD at worst should be able to maintain its market share.

All I can say now is yields, yields, yields,...

Mani






To: kash johal who wrote (51822)3/8/1999 4:52:00 PM
From: Yousef  Respond to of 1572630
 
Krash,

Re: "It sure looks like demand for AMD parts is INCREASING."

Maybe the "demand" is increasing, but the supply side just quite "keep up".

biz.yahoo.com
Amd Cites Lower Yields for Shipment Shortfall

Krash, It could be that old "process thing" again ... and again. <ggg>

Make It So,
Yousef