Goutama - RE: "I'd like to hear comments from all regarding the pros and cons related to the impending AMD price cuts, and especially on what AMD is trying to accomplish with these price cuts. Also, what can you derive from these price cuts related to AMD binsplits/supply, ASP, AMD tactics, any indication of releases of new products (Athlon 900MHz, Spitfirem, K6-2+), etc. TIA"
Like always, thanks for the info. Your posts more than offset the BS certain people occasionally post here (although it HAS gone down a lot lately).
It seems we should get used to these rather large price cuts that come after a higher MHz Athlon release. My guess is AMD can only do this because they think the increased volume of higher Mhz processors (750, 800) offsets the price cuts which raise demand of these higher MHz processors. Therefore, ASPs probably aren't affected much.
Actually, looking at the upcoming and last price drop, it seems AMD prices aren't really moving, just the MHz associated with the price. I think this is what the Old Intel (pre-1999) did. This may be proof of good/improving binsplits, but I'm not sure. Maybe someone else can speculate on this.
Also, these price cuts further show AMD isn't following Intel in pricing. AMD has its own objectives and it seems Intel isn't a factor. But this is probably because Intel prices are so high right now. When Intel drops prices significantly, which was supposed to happen LAST month but still hasn't occurred, AMD may react. That is when watching prices of processors will get interesting. I hope AMD's current plan has room for increased price competition.
When 900 Mhz comes out, probably next month, we may again see these large price drops.
As far as the K6-2, why in the world is there a 550MHz K6-2? I thought 550MHz was where K6-2+ would take over. Either binsplits were very good with the K6-2 or the K6-2+ is having cache problem. |
