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: Goutam who wrote (80568)11/20/1999 5:31:00 PM
From: Charles R  Read Replies (2) of 1572159
 
<I think, it's a preemptive strike against Athlon 750! Intel at least wants to maintain the leadership in the price cuts. Intel has to cut prices now or later because AMD will lower Athlon prices anyway on its release of Athlon 750. If Intel doesn't cut prices now, then it will be seen as reacting to AMDs price cuts ;o) >

Me thinks the CuMine price cuts have got little to do with AMD and a lot to do with Intel's gross margins. They need to get CuMines adapted fast to make up for falling ASPs. The longer they have to ship the Katmai's the longer the margins will face pressure. If Katmai to CuMine transition takes as long as PII to PIII transition, Intel's profits will be in the tank for 2000. So they are using the age-old strategy of discounting the new product to accelerate adaption.

Now, the root cause for this is competition from AMD but for the members of this thread that's like saying Sun rises in the East.
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