SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elmer who wrote (94843)2/23/2000 10:21:00 PM
From: Epinephrine  Read Replies (1) of 1576013
 
RE <AMD investors must consider how AMD will be affected when they are facing a sea of CuMines. AMD doesn't drop prices for no reason.>

Elmer,

As an AMD long I am actually very happy about AMD's price cuts. They seem to be exactly the appropriate response to the "sea of CuMines" that you predict are coming in that they (As demonstrated by Goutama's frequent posts of data, thank you Goutama) serve to raise the consumer sweet spot and in so doing effectively raise the stakes on the minimum performance that will be acceptable from Intel's "Sea of CuMines" I think that AMD is doing this because they are comfortable with their yields and binsplits and ability to provide high MHz parts in volume. This unspoken confidence is an overwhelming positive in my opinion. Additionally, I think these price cuts are also an attempt to stimulate demand in the face of the imminent Dresden debut next quarter. You say that "AMD investors must consider how AMD will be affected when they are facing a sea of CuMines." I pose that Intel investors must also consider the similar scenario of how Intel will be affected by a sea of high MHz Athlon (particularly Thunderbird) flooding out of Dresden, raising the MHz bar and consumer sweet spot, raising the performance bar (the Thunderbirds coming out of Dresden will have on die cache for an immediate performance jump), and eventually, when Spitfire's come online, diversifying AMD's product portfolio and making them a much more potent competitor in the low end market and the laptop market. (I honestly believe AMD wants to put spitfire in laptops) So I have shared my thoughts with you on AMD's price cuts and the threat of Intel's CuMine flood. I would be very interested to hear your thoughts on AMD's upcoming capacity increase and potential Athlon flood.

Thanks,

Epinephrine

PS: I anticipate that you might say, what does AMD need a flood of Athlons for since they didn't even sell all of their inventory last quarter, to save posts my response to that is that some inventory is not only healthy but necessary and the price cuts are in a large part an attempt to stimulate the demand for those Dresden Athlons. AMD is thinking ahead (I hope)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News