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Politics : Formerly About Advanced Micro Devices
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To: Goutam who wrote (99577)3/24/2000 12:09:00 AM
From: Charles R  Read Replies (1) of 1575659
 
Goutama,

<Micro-X-PRESS
-------------------
Athlons PIIIs
Date 550 600 650 700 750 800 |500 533 550 600 650 667 700 733 750
2/29 8 3 1 324 12 11 | 0 52 133 396 0 115 0 0 0
3/01 2 11 13 168 17 11 | 52 166 393 1 114 0 2
3/02 0 11 12 107 14 11 | 49 228 13 3 16 0 0 0
3/03 0 11 10 98 16 11 | 0 49 200 8 1 14 0 0 0
3/04 0 10 8 96 16 11 | 0 49 196 8 1 14 0 0 0
3/06 5 10 7 102 15 11 | 47 185 0 1 34 0 12 0
3/07 4 20 5 15 15 11 | 0 74 181 0 0 32 0 7 0
3/08 5 53 5 10 7 11 | 0 73 162 0 7->6 32 0 1 0
3/09 4 235 5 7 6 11 | 0 73 331 122 0 9 0 0 0
3/10 5 286 5 7 5 9 | 1 72 344->209 185 7 0 0 0 0
3/13 6 286 5 7 5 9 | 70 305 434 7 0 0 0 0
3/14 6 237 5 5 3 9 | 0 69 368 763 0 11 39 8
3/15 6 155 5 2 3 9 | 69 529 874 13 53 38
3/16 4 88 5 2 3 7 | 80 630 1097 11 13 52 0 58
3/17 5 58 4 3 6 7 | 92 618 927 10 12 49 0 62
3/20 5 56 3 3 6 6 | 91 613 835 10 13 47 0 7
3/21 4 51 3 1 6 7 | 86 911 1382 10 7 48 6
3/22 4 40 21 18 11 6 | 174 1257 1405 9 6 46 0 5
3/22 4 40 2 17 11 6 | 174 1145 1399 8 6 46 0 5

Insight
-------
Athlons PIIIs
Date 550 600 700 750 | 500 550 600 650 667 700 733
3/02 77 100 | 0 12 0
3/03 77 100 | 0 0 0 0
3/04 0 100 | 0 0 0 0
3/06 77 100 | 16 0 0 0 0 0
3/07 0 52 76 | 9 0 0 78->0 0 0
3/08 213 0 73 | 0 0 1379 0 0 50 223
3/09 0 213 0 76 | 0 0 1106 0 0 43 144
3/10 0 212 0 76 | 0 0 1187 0 36 40 201
3/13 235 62 75 | 1888 0 94 106 131
3/14 184 57 182 | 1992 11118 0 29 100 0
3/15 111 23->49 0 | 1992 11678 0 203 42 65
3/16 15 13 151 | 596 6442 0 200 99 117
3/17 0 0 0 | 949 12151 0 196 53 0
3/17 7 0 0 | 866 11329 0 196 47 0
3/19 7 | 1461 2863 0 177 9 21
3/20 11 | 655 757 6203 0 169 10 33
3/21 59 97 | 0 3497 6968 0 150 54 0
3/22 59 33 94 | 0 3490 13,017 0 137 54 0
3/22 59 18 94 | 0 4171 13,017 51 137 54 0>

Great DD!

Looks like we are set for a very hard drop on celeron ASPs in Q2 and consequently K6-2 ASPs. Luckily for AMD Fab 25 seems to ramping Spitfire real hard right now. Let's see if the infrastructure side keeps up.

Chuck
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