panic_mob,
Here is my weekly update of Athlon listings and prices at Pricewatch.
I realized that only few members of this thread are paying any attention to the data I have been posting
here or to my comments placed at the bottom of these reports. So, I moved my comments to the top.
_____________________________________________________________________
Jan 24, 00
Comments:
[ Jan 17, 00 - Jan 24, 00]
1] Number of listings for 500 and 550 have gone down.
2] Based on the increased number of listings for 800 & 750, its my
impression that the supply of these recently released parts in the
channel has been steadily going up at a decent rate.
3] Athlon prices have gone down further indicating margin reductions by some
aggressive dealers to maximize their profits through higher volume.
4] AMD collapsed the price differences among 500, 500,600, and 650MHz Athlons.
500 +$16 550 +$27 600 +$45 650 +$198 700
$171----$189-----$216---------$261--------------------------------------$459
5] Intel reduced PIII prices, but PIIIs are still pricier than Athlons!
600MHZ and above, Athlon buyers can buy a mobo + more with the money
saved over PIIIs of equivalent speed.
Athlons o---> +$5s ---> PIIIs
750 $569 o----------------------- 733 +$114, 20%
700 $459 o--------------------------- 700 +$137, 30%
650 $261 o------------------------------------------- 650 +$213, 82%
600 $216 o------------------------- 600 +$123, 57%
550 $189 o--------------- 550 +$76, 40%
500 $171 o-------- 500 +$40, 29%
6] Based on the above graph, it seems Intel is conceding market share to
whatever AMD can produce at 650 and above. Intel either counting on less
than 2M Athlons in Q1?00 or must be hoping for some kind of breakthrough
by the end of February to dramatically increase high speed Coppermines
(production/speed bin splits/yields?)
7] Further % price cuts required by Intel from its recent price cuts to match
equivalent speed(except 733 vs 750) Athlons
PIII 733 - 25% = 750 Athlon
,, 700 - 28% = 700 ,,
,, 650 - 82% = 650 ,,
,, 600 - 57% = 600 ,,
,, 550 - 40% = 550 ,,
,, 500 - 29% = 500 ,,
8] All in all, I see these price cuts as positive for AMD. To me they are
indicative of Athlon manufacturability, good speed bin splits, AMDs push for
increased market share, push to bolster the Athlon Infrastructure (mobos,
chipsets, etc), shifting the market sweet spot to higher speed grades,
good supply of Athlons, taking control of dictating the high end CPU prices
from its competitor, etc.
Table 1 - AMD Athlon & Intel Coppermines Lowest Prices / Listings - PriceWatch
800 750 733 700 667 650 600 550 500
INTEL -------- -------- -------- -------- -------- -------- -------- -------- --------
11-29-99 $799,#14 $778,#20 $621,#22 $591,#22 $422,#117 $219,#101
12-06-99 $789,#14 $777,#19 $609,#27 $584,#24 $417,#118 $311,#98 $219,#100
12-13-99 $779,#17 $749,#20 $580,#24 $560,#22 $415,#112 $309,#95 $217,#98
12-20-99 $778,#19 $727,#25 $576,#27 $559,#21 $415,#113 $308,#97 $227,#93
12-27-99 No Show No Show $769,#20 $734,#26 $576,#28 $559,#23 $415,#111 $308,#95 $226,#98
01-03-00 No Show No Show $769,#23 $730,#32 $576,#30 $559,#27 $419,#114 $303,#99 $223,#101
01-10-00 No Show No Show $763,#26 $719,#30 $576,#30 $557,#31 $418,#113 $303,#99 $223,#99
01-17-00 No Show No Show $759,#28 $709,#30 $575,#29 $557,#32 $400,#109 $286,#91 $223,#96
01-24-00 No Show No Show $619,#28 $596,#35 $459,#35 $474,#32 $339,#109 $265,#89 $211,#104
INT-AMD $137,30% Higher $213,82% $123,57% $76,40% $40,29%
INT = AMD 23% see below 50% 36% 29% 19%
01-24-00 791,#16 $569,#25 $459,#63 $261,#68 $216,#77 $189,#70 $171,#49
01-17-00 765,#9 $633,#17 $495,#61 $297,#68 $247,#77 $198,#73 $173,#52
01-10-00 899,#2 $649,#15 A $499,#58 $299,#63 $249,#74 $199,#72 $175,#54 A
01-03-00 $820,#11 M $649,#54 $463,#64 $371,#71 $243,#70 $173,#55 M
12-27-99 $804,#12 D $651,#54 $488,#65 $385,#72 $249,#72 $177,#56 D
12-20-99 $859,#9 $651,#55 $491,#66 $389,#73 $253,#73 $178,#58
12-13-99 $859,#6 $651,#50 $483,#67 $381,#72 $253,#74 $183,#50
12-06-99 A $641,#48 $484,#68 $382,#72 $253,#69 $186,#50 A
11-29-99 M $652,#40 $495,#65 $392,#68 $254,#68 $193,#52 M
11-22-99 D $657,#41 $497,#64 $394,#67 $255,#68 $194,#51 D
11-14-99 $669,#36 $504,#60 $401,#64 $256,#68 $197,#43
11-07-99 $672,#29 $505,#53 $404,#56 $257,#61 $197,#39
11-02-99 $674,#25 $505,#53 $404,#55 $257,#60 $197,#41
* INT=AMD == PIII %price drops required to match K7 prices
Athlon CPU - Pricewatch
("___" = $xxx - lowest price, "***" = #xx = No. of Listings)
|_______________________($459, Jan 24,00)
|_________________________($495, Jan 17,00)
|_________________________($499, Jan 10,00)
|________________________________($649, Jan 03,00)
|_________________________________($651, Dec 27,99)
|_________________________________($651, Dec 20,99)
|_________________________________($651, Dec 13,99)
|________________________________($641, Dec 06,99)
|_________________________________($652, Nov 29,99) 20:1
|_________________________________($657, Nov 22,99)
|_________________________________($669, Nov 14,99)
|__________________________________($672, Nov 07,99)
|__________________________________($674, Nov 02,99)
|*********************************(#63, Jan 24,00)
|********************************(#61, Jan 17,00)
|******************************(#58, Jan 10,00)
|******************************(#58, Jan 03,00)
|****************************(#54, Dec 27,99)
|****************************(#55, Dec 20,99)
|*************************(#50, Dec 13,99)
|************************(#48, Dec 02, 99)
|***********************(#46, Nov 29,99) 2:1
|*********************(#41, Nov 22,99)
|******************(#36, Nov 14,99)
|***************(#29, Nov 07,99)
700 |*************(#25, Nov 02,99
|_____________($261, Jan 24,00)
|_______________($297, Jan 17,00)
|_______________($299, Jan 10,00)
|_______________________($463, Jan 03,00)
|________________________($488, Dec 27,99)
|_________________________($491, Dec 20,99)
|________________________($483, Dec 13,99)
|________________________($484, Dec 06,99)
|_________________________($495, Nov 29,99)
|_________________________($497, Nov 22,99)
|_________________________($504, Nov 14,99)
|_________________________($505, Nov 07,99)
|_________________________($505, Nov 02,99)
|**********************************(#68, Jan 24,00)
|**********************************(#68, Jan 17,00)
|********************************(#63, Jan 10,00)
|********************************(#64, Jan 03,00)
|*********************************(#65, Dec 27,99)
|*********************************(#66, Dec 20,99)
|**********************************(#67, Dec 13,99)
|**********************************(#68, Dec 06,99)
|*********************************(#65, Nov 29,99)
|********************************(#64, Nov 22,99)
|******************************(#60, Nov 14,99)
|**************************(#53, Nov 07,99)
650 |**************************(#53, Nov 02,99
|___________($216, Jan 24,00)
|____________($247, Jan 17,00)
|____________($249, Jan 10,00)
|___________________($371, Jan 03,00)
|___________________($385, Dec 27,99)
|___________________($389, Dec 20,99)
|___________________($381, Dec 13,99)
|___________________($382, Dec 06,99)
|____________________($392, Nov 29,99)
|____________________($394, Nov 22,99)
|____________________($401, Nov 14,99)
|____________________($404, Nov 07,99)
|____________________($404, Nov 02,99)
|****************************************(#77, Jan 24,00)
|****************************************(#77, Jan 17,00)
|**************************************(#74, Jan 10,00)
|*************************************(#71, Jan 03,00)
|*************************************(#72, Dec 27,99)
|*************************************(#73, Dec 20,99)
|************************************(#72, Dec 13,99)
|************************************(#72, Dec 06,99)
|***********************************(#69, Nov 29,99)
|**********************************(#67, Nov 22,99)
|********************************(#64, Nov 14,99)
|****************************(#56, Nov 07,99)
600 |****************************(#55, Nov 02,99
|_________($189, Jan 24,00)
|__________($198, Jan 17,00)
|__________($199, Jan 10,00)
|____________($243, Jan 03,00)
|____________($249, Dec 27,99)
|_____________($253, Dec 20,99)
|_____________($253, Dec 13,99)
|_____________($253, Dec 06,99)
|_____________($254, Nov 29,99)
|_____________($255, Nov 22,99)
|_____________($256, Nov 14,99)
|_____________($257, Nov 07,99)
|_____________($257, Nov 02,99)
|************************************(#70, Jan 24,00)
|**************************************(#73, Jan 17,00)
|*************************************(#72, Jan 10,00)
|************************************(#70, Jan 03,00)
|*************************************(#72, Dec 27,99)
|*************************************(#73, Dec 20,99)
|*************************************(#74, Dec 13,99)
|***********************************(#69, Dec 06,99)
|**********************************(#68, Nov 29,99)
|**********************************(#68, Nov 22,99)
|*********************************(#65, Nov 14,99)
|*******************************(#61, Nov 07,99)
550 |******************************(#60, Nov 02,99)
|_________($171, Jan 24,00)
|_________($173, Jan 17,00)
|_________($175, Jan 10,00)
|_________($173, Jan 03,00)
|_________($177, Dec 27,99)
|_________($178, Dec 20,99)
|_________($183, Dec 13,99)
|_________($186, Dec 06,99)
|__________($193, Nov 29,99)
|__________($194, Nov 22,99)
|__________($197, Nov 14,99)
|__________($197, Nov 07,99)
|__________($197, Nov 02,99)
|*************************(#49, Jan 24,00)
|**************************(#52, Jan 17,00)
|***************************(#54, Jan 10,00)
|****************************(#55, Jan 03,00)
|****************************(#56, Dec 27,99)
|*****************************(#58, Dec 20,99)
|*************************(#50, Dec 13,99)
|*************************(#50, Dec 06,99)
|**************************(#52, Nov 29,99)
|**************************(#51, Nov 22,99)
|**********************(#43, Nov 14,99)
|********************(#39, Nov 07,99)
500 |*********************(#41, Nov 02,99)
|-------------------------------------------------------------
Goutama |
