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Politics : Formerly About Advanced Micro Devices

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To: Ali Chen who wrote (62582)6/21/1999 1:05:00 AM
From: Cirruslvr  Read Replies (3) of 1572333
 
Check out these prices

Notice the sudden price drop of the 366 and 350MHz.

Lowest AMD Chip Prices at www.Pricewatch.com

Sunday, May 31, 1999

Price Date
K6-III 450 - $212 5/31
K6-III 400 - $165 5/28
K6-2 475 - $153 5/28
K6-2 450 - $99 5/31
K6-2 400 - $68 5/31
K6-2 380 - $66 5/27
K6-2 366 - $67 5/26
K6-2 350 - $47 5/29

Sunday, June 6, 1999

Price Date
K6-III 450 - $210 6/05
K6-III 400 - $160 6/05
K6-2 475 - $150 6/04
K6-2 450 - $97 6/05
K6-2 400 - $67 6/05
K6-2 380 - $59 6/05
K6-2 366 - $66 6/03
K6-2 350 - $47 6/04

Sunday, June 13, 1999

Price Date
K6-III 450 - $208 6/13
K6-III 400 - $154 6/12
K6-2 475 - $147 6/11
K6-2 450 - $102 6/12
K6-2 400 - $72 6/12
K6-2 380 - $55 6/12
K6-2 366 - $73 6/10
K6-2 350 - $48 6/12

Sunday, June 20, 1999

Price Date
K6-III 450 - $212 6/20
K6-III 400 - $154 6/16
K6-2 475 - $143 6/20
K6-2 450 - $101 6/19
K6-2 400 - $68 6/20
K6-2 380 - $55 6/19
K6-2 366 - $66 6/20
K6-2 350 - $38 6/19

One thing these numbers doesn't show - During the first 3 weeks, the
350's price was the same; now the price is lower, but it isn't just
one vendor. Practically all the vendors have dropped their prices the
past few days, which I believe signals they are getting new chips at
lower prices. And if they are selling the chips for $38, I doubt AMD
is making much money on them. I don't remember the prices of the 300
and 333 last Q at this time, but they were probably equal or less than
what the 350's are right now. Also, Compaq and HP came out with new
PCs with the 350 in it about 2 weeks ago. The 366's price dropped
because of only 1 vendor today. So if the price continues to drop this
week, we will know AMD is trying to get rid of these chips too. The
380's price has been relatively stable. The 400's price has started to
drop this week. All these processors I have mentioned are below the
$78 ASP AMD had last Q.

I supply what I see, y'all supply what you know.

Oh, yeah. I forgot to say this kind of hints at an inventory build up
for those MHz. But this doesn't hint whether or not it is 2M.
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