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

To: A. A. LaFountain III who wrote (58782)	5/19/1999 3:25:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 1595375

Tad, There was news yesterday that National will deliver the "Information Appliance on a Chip" in June. This device will probably have enough performance for the vast majority of computer users, and will enable sub-$200 PCs. Intel will have a hard time coping with this transition, because of their high overhead and investor expectations. Scumbria

To: A. A. LaFountain III who wrote (58782)	5/19/1999 3:28:00 PM
From: Charles R	Read Replies (2) \| Respond to of 1595375

Tad, National used to make money on less than 1 cent parts (I am not kidding). It is all a question of business model - If you know you are shooting for $50 ASP, you will figure out a business model that makes money at that level. This is why I got out of INTC. Intel's biz model is based on getting close $200 ASP. Slow deterioration of ASPs they can handle but collapsing ASPs will put the company through contortions that it never experienced before. IMO, Intel would do lot better conceding market share than collapsing ASPs. Chuck

To: A. A. LaFountain III who wrote (58782)	5/19/1999 3:29:00 PM
From: DRBES	Read Replies (2) \| Respond to of 1595375

GOOOOOOLLLLLY! I do not want to jump to any unwarranted conclusions, but, I think that the K-7 may be on or nearly on schedule. Regards, DARBES

To: A. A. LaFountain III who wrote (58782)	5/20/1999 1:48:00 AM
From: grok	Read Replies (1) \| Respond to of 1595375

Tad, below is from Adam Lashinski on theStreet.com: "Or should potential investors worry that despite the impeccable Silicon Valley connections of Be's chief executive Jean-Louis F. Gassee and heavyweight investors like VC firm New Enterprise Associates and Intel, (INTC:Nasdaq) Be couldn't find a major investment bank to hawk its shares? Smaller and less influential Volpe Brown Whelan of San Francisco and New York-based Needham will lead the charge." Isn't Needham your outfit? Does this mean that in addition to pushing AMD against Intel you'll soon be pushing Be against Microsoft? Do you have some kind of death wish or what?