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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (92690)2/11/2000 7:31:00 PM
From: kash johal  Read Replies (3) of 1573902
 
Tench,

re:"?[The] 800's are brutal, very tight,? said a purchaser at one top-tier OEM. ?But 733-MHz and 667-MHz [chips] are loosening up a little bit. Five hundreds are the tightest, with the 550's right behind them.?

The tight supply of 800 MHz P3's are probably due to low production volumes, obviously. But why did the OEM say that 500's are the "tightest, with the 550's right behind them"?"

I don't think so.

I think Intel is DELIBERATELY trying to starve the market of low end cumines and nudge the sweet spot higher to keep margin in shape.

The pricing in the 500Mhz range is BRUTAL.

AMD has plenty of high Mhz AThlons and can sell whatever the customer needs.

Intel has to MANAGE its average ASPS or the stock will be $10 before you know it.

With manufacturing problems in high end they are really getting squeezed trying to manintain a $180 average ASP's.

This problems could be acute in Q2.

Imagine what happens once AMD is yielding at a 800Mhz-1Ghz sweetspot with dresden.

Intel has to limit cumine and celeron sales or margins and asps will get trashed.

I see 800Mhz parts being SUB $200 next quarter to OEM's.

This will be an Intel NIGHTMARE trying to balance ASPS, margins, volumes etc.

This coupled with the impending collapse in business PC pricing as IPAQ, EPC etc make inroads is gonna mean BAD news for intel- in the near term.

regards,

Kash.

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