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Politics : Formerly About Advanced Micro Devices

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To: Charles R who wrote (83661)	12/20/1999 2:04:00 PM
From: Scot	Read Replies (1) of 1572099

Chuck and Goutama,<AMD would be in a great positions if they can get K6-2+s out in 500, 550 and 575 speed grades by early Jan'00 - so they can really take advantage of this situation by eliminating Athlon 5xxs and dropping prices on Athlon 6xx+ by about $100 (Athlon 600 lowest price on Price Watch is at $380)> I am expecting Spitfires volumes beginning Q2 - not expecting K6s to ramp that much. Regardless, I share your interest in seeing the lower speed grade Athlons disappear quickly - AMD does not have the capacity to be spread thin on speed grades. I'm starting to worry about this gap, perhaps this is part of the Intel strategy (re: higher speed bins)? As you well know, AMD is MB limited with Slot A, and doesn't seem to be having much success ramping up K6-2 where SS7's are plentiful. Any thoughts on whether this is an issue where current k6-2 speed bins are meeting demand (with higher bin speeds in the wings for Q1), or are we about to get left behind on the low end? Stated otherwise, if the lower speed grade Athlon's disappear (which I agree is good for Athlon pricing) do we still have a segmentation strategy? I would hate to get burned by ASPs again. -Scot

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