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

To: RDM who wrote (57884)	5/11/1999 6:27:00 PM
From: kash johal	Read Replies (2) \| Respond to of 1573683

RDM, "Re: Intel's pricing: 550Mhz PIII $744 500Mhz PIII $482 450MHz PIII $268 450MHz PII $268 400MHz PII $193" If we assume that major OEMS/DISTIs pay 20% less than this it still looks pretty good for Intel. The average unit price is still well over $200. The xeons and mobile ASPs should easily carry the lo-ball Celery pricing to an average in low $200's.. So it all comes down to unit demand if they are to dissapoint. It also give AMD plenty of margin room if they can higher speed grade K6III's and K6-2's. I hope to hear some analyst upgrading both AMD and Intel once they digest the NSM/Cyrix exit news. I think both stocks can do well now that Cyrix is dead. Regards, Kash