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Politics : Formerly About Advanced Micro Devices
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To: Goutam who wrote (94181)2/19/2000 11:40:00 AM
From: Charles R  Read Replies (2) of 1577024
 
Goutama,

<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. >

Thanks for the continuing good work on the pricing scene.

I think the price moves clearly indicate 550 being phased out. 500 in Jan, 550 in Feb and 600 in March seems to be the story. 550 K6 should fill the low-end segment.

Athlon sweetspot seems to be moving to 650/700 very rapidly (the day Gateway makes 700MHz system the baseline we know the move has occurred).

Drop at the high-end (850) could mean couple of things: 900 is imminent and/or Intel's 850/866 is really in March (neither of these things would be a surprise).

Sounds good to me.

Chuck
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