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Politics : Formerly About Advanced Micro Devices

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To: Petz who wrote (86563)	1/12/2000 10:33:00 AM
From: Scot	Read Replies (2) of 1572738

Petz, <Athlon price drops> HUGE! Based on this, I think AMD must be planning on selling 3M Athlons in Q1, rather than 2M. I don't understand the huge gap between 650 and 700 MHz ($299 to $499), but then again, these single vendor prices are like futures prices and are subject to change. One comment...perhaps the pricing on the lower-bin Athlons is to gap the absence of comparably-bined k6-2+s. Until AMD releases the new core, the k6-2+ must continue to play its role in the segmentation strategy. But the 'sweet spot' (credits to GTW) is probably 500-650mhz this Q. The k6-2+ will initially bin at 533...right? This way AMD can maintain a "priced-based" segmentation strategy until the new branded Athlon core is released......is this Spitfire or Thunderbird....I can't remember which... -Scot

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