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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (69768)8/24/1999 8:30:00 PM
From: Charles R  Read Replies (1) of 1586134
 
Petz,

<Athlon CPU's available in quantity at thechipmerchant.com. Prices are
MHz Boxed OEM>

I also noticed the retail boxed Athlons popping up on Pricewatch but I have yet to make up my mind on if this is a good, bad or indifferent development.

<I've also pretty much concluded that discounting their
prices by 25% gives a good estimate of the ASP that AMD is
receiving.>

May I ask why you are comfortable with the 25% discount? Do you have any insight into Athlon OEM pricing?

The reason I say that typically, bulls (me included) tend to be more optimistic than they should be. I would love to see someone with good handle on OEM pricing post on this topic.

Chuck
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