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

To: Paul Engel who wrote (60573)	6/4/1999 3:28:00 PM
From: Cirruslvr	Respond to of 1572556

Paul - RE: "It sounds like it is an extension." Thanks for your input. We may find out early, near the end of this Q. Good thing there is Pricewatch.

To: Paul Engel who wrote (60573)	6/4/1999 3:59:00 PM
From: grok	Read Replies (2) \| Respond to of 1572556

RE: <Ergo, K6-2 demand is falling and inventories are rising.> I wonder if the K7 intro may "Osborne" the K6-2 and K6-III. The people who are willing to buy AMD parts (of course this excludes Benjamin D. Lunsford) may decide that if they can't get enough K7s they'll just buy Celerons instead and wait for K7 to reach volume. K6 becomes the second rate product from the 2nd rate vendor and K6 sales approach zero.

To: Paul Engel who wrote (60573)	6/7/1999 2:06:00 PM
From: tejek	Read Replies (3) \| Respond to of 1572556

re. "The K6-2 and K6-3 prices are in a STEADY FREE-FALL for about 1 1/2 months." You infer that the free fall results from a lack of sales; however, is it not possible that amd is discounting the price on these chips in order to remain competitive much like intc is steadily reducing the prices on its low end chips? re. "And Intel's Celeron sales are ":rumored" (Morgan Stanley, Merrill, Robbie Stephens) to be very strong." You infer with this statement that the rumor re falling demand for the K6-2 is no longer rumor but fact and that the celeron is responsible. However the media is reporting that the celeron is seriously cutting into the sales of pentium III chips (while making no mention of k6-2) and is one of the reasons for several analysts downgrading their ratings on intc. In fact in an article in today's thestreet.com edelstone's current bullish rating on intc is questioned. So as someone on this thread who has been very concerned with separating fact from fiction, can i conclude that the falling demand for the k6-2 and the celeron's involvement with this falling demand is still a rumor that is being generated by you and others on this thread? Thanks in advance for your assistance in eliminating any confusion over these topics.