Formerly About Advanced Micro Devices Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Goutam who wrote (89392)	1/25/2000 12:59:00 PM
From: Charles R	Read Replies (2) of 1571240

Goutama, <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%> Excellent report! One comment: I don't think the current prices are representative of OEM prices given the rumors about PIIIs selling at 10-20% premium in grey market. If the grey market is as strong as the Nikkei article suggests we may not get a good indication of "real" prices until the grey market subsides. <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?)> I don't think there should be much doubt about AMD gaining market share. The only question I have is "how much?" The data is extremely favorable to AMD! Chuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next