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Politics : Formerly About Advanced Micro Devices
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To: Elmer who wrote (94808)2/23/2000 5:34:00 PM
From: niceguy767  Read Replies (1) of 1570474
 
Hi Fudd:

Re: "They are dropping Athlon prices to dump excess inventory. Intel has now got it's act together and a huge wave of CuMines is descending on the marketplace."

Comment (1): AMD does have inventory above 700MHz to sell at retail, something Intel doesn't have to worry about because the PWeeIII architectural constraints won't permit significant quantities over 700 MHz at retail.

Comment (2): AMD Q1 revenues will exceed Q4 all-time record revenues...Bin splits must be awesome...Nice to have product above 700MHz to be able to cut prices owing to lack of competition and gain market share.

Comment (3): Intel is reeling owing to these price cuts...Intel can't compete with the "spry Athy" on a price/performance basis...Intel's reign as uncontested microprocessor king has ended, possibly in ignominy, exemplified by their current inability to compete with Athlon at *00 MHz or better!
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