Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: greg nus who wrote (80758)	11/22/1999 10:59:00 PM
From: Charles R	Read Replies (1) of 1573134

<Based on Intels current list of woes, one would have to assume timeline for new product introductions has been lenghtened, rather than contracted. Indicating Intel will act slower to cut prices. > Intel may be saving anywhere from $30-$50 in costs per each CuMine that gets shipped instead of Katmai. So, if Intel drops the CuMine prices by $15-25 compared to Katmai equivalent, they still get to keep a lot of extra money. So, I expect them to move quickly on price cuts. Delay serves little purpose unless there is a yield problem which appears unlikely at this point. The thing to watch is if they have across the speed-grade reductions or will they do creative things on the price curve. Across the board is easy on AMD but flattening the curve can reduce AMDs ASPs and profits but could create segmentation issues. Dec 12 might provide some clues on Intel's pricing strategy for the next year.

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