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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (66561)7/23/1999 9:32:00 PM
From: kapkan4u  Read Replies (5) of 1573852
 
<Chuck - re: Is it possible that Athlon will ship in 650 speed grades this quarter and has effectively killed of the pricing for speed grades below 550 MHz?>

It appears that Intel thinks (or hopes) that Athlon-500 will be the volume part, and planning a price squeeze using PIII-500. But this is the ONLY response available to them. If the volume is in Athlon-550/600 range then they have no response. Starting a price squeeze in PIII-600 segment will be devastating to Intel's profits since it will ripple through their entire price structure. So may be there is a bit of wishful thinking on Intel's part (or mine). We will see.

Kap.
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