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

To: Scumbria who wrote (58117)	5/14/1999 9:33:00 AM
From: DRBES	Read Replies (1) \| Respond to of 1571594

re: "Interesting remark from someone who has made lots of money off AMD this past year, and is currently long on AMD." Is he really long? I thought, though I follow his posts less than diligently, that we only learn the real poop (the correct word and set of double meanings) long after the facts are in. Regards, DARBES

To: Scumbria who wrote (58117)	5/14/1999 1:25:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1571594

SCUMbria - Re: "2 1/2 weeks until June!" Sevral more days have passed since your last JUne update. No OEM's have announced support from your Grand Deliverance Chip ! Paul

To: Scumbria who wrote (58117)	5/14/1999 1:39:00 PM
From: Paul Engel	Read Replies (4) \| Respond to of 1571594

SCUMbria - AMD's K6-3 is PLUMMETTING in PRICE ! The 450 MHz Kmart 63 dropped from $315 last night to $226 this MORNING ! pricewatch_it_drop.com That's a 28.2% DROP IN ASP - OVERNIGHT ! AMD is DESPERATELY trying to maintain market share ! 350 MHz K6-2 - NOW selling for $55 ! 400 MHz K6-2 - NOW selling for $79 - LAST QUARTER's OVERALL ASP ! 450 MHz K6-2 - NOW selling for $110 - a $5 drop overnight ! 475 MHz K6-2 - NOW selling for $167 - stable - for now ! 400 MHz K6-3 - NOW selling for $194 - still DROPPING ! Wall Street LOVES IT - AMD is up this morning - as you know. Paul