Dan and all: AMD 2/28 price cuts
We all know that AMD is going cut Atlon prices by the end of this month. Pricewatch listings already has one vendor listing Athlons prices(effective 2/28) reflecting the upcoming price cuts. To give you an idea how these price cuts going to look, I compiled the data as below -
AMD 02/28 Pricecuts
500 550 600 650 700 750 800 850
2/14 $172 $186 $214 $259 $448 $563 $776 ---
2/28 $178 $181 $189 $249 $299 $399 $569 $795
( 650MHz - 800MHz prices are effective from 2/28)
Price scale -
500 550 600 650 700 750 800
2/14 o--.o---o-----o-------------------o-----------.o-----------.o
2/28 o.o--o------o-----o----------o-----------------o-------------o
5 5 6 6 7 +$100 7 +$170 8 +$126 850
0 5 0 5 0 0 0
0 0 0 0 0 0 0
[ "-" = $10, "." = $5 ]
With the current prices, the DIY sales were almost split
between 650MHz and 700MHz Athlons based on the sales
data I have been collecting from two online resellers
(MicroXpress and Insight).
With the new prices (effective 2/28), based on the above
observation, I expect the DIY sweet spot shift to 700MHz
and 750MHz.
IMHO, 500MHz and 550MHz (may be even 600MHz & 650MHz) will soon be
dropped (price difference between 600MHz and 500MHz is only
$21 ! -- $60 more will get you 650MHz one)
I'd like to hear comments from all regarding the pros and cons related to the impending AMD price cuts, and especially on what AMD is trying to accomplish with these price cuts. Also, what can you derive from these price cuts related to AMD binsplits/supply, ASP, AMD tactics, any indication of releases of new products (Athlon 900MHz, Spitfirem, K6-2+), etc. TIA
Goutama |
