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Politics : Formerly About Advanced Micro Devices
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To: Joey Smith who wrote (82052)12/4/1999 1:44:00 PM
From: Charles R  Read Replies (1) of 1573096
 
Joey,

<I guess I differ in opinion with You, Charles, Jim, etc. in that Athlon will command any sort of price premium to CuMine. >

Is there is a qualifier that is missing here? Do you mean to say Athlon will not command a premium at any equivalent speed grade? If so, I do not disagree with that. But, if Athlon is a speed grade or two ahead, which is what I expect then I have a hard time seeing why AMD will not get as good or better ASPs than Intel.

<From what I hear, cost reductions have been greater than expected going to .18m and this WILL be reflected in Intel pricing across the board, from high-end to low-end, once volumes are there (Q1). High-end pricing will be much lower than traditional Intel high-end pricing. >

It is very clear that Intel will get huge cost savings by going from Katmai PIIIs to CuMine PIIIs. That is a given. Now for the sake of discussion assume Intel saves $50 per unit savings by this move (or feel free to throw in a different number). Here is my question. Do you expect Intel to drop ASPs more than $50? This means they would have a revenue and profit drop on a year to year basis unless the units pickup more than say 25%. (Other people on the thread,please feel free to chip in with as much detail about your thinking as you can.)

Chuck
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