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Politics : Formerly About Advanced Micro Devices
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To: Tenchusatsu who wrote (95654)2/28/2000 3:21:00 PM
From: kash johal  Read Replies (1) of 1572673
 
Tench,

re:"Just because Intel cut prices this week doesn't mean that they're obligated to intro a new speed grade."

You are right they are NOT obligated to.

However Intel (under Andy Grove) perfected the price cut and performance upgrade scheduling in the good old days (when Intel was running like a well oiled machine).

They would slash prices 20-30%, kill off the low end chip, and introduce a higher speed grade.

The net effect was BRILLIANT. The average ASP's stayed about the same and it left the competition squeezed and out of breath and broke with shattered margins.

Now Intel is slashing prices and yet now new parts.

In fact on celeron - they are stuck at $533Mhz and have slaeshed that from $160 or so to $120 or so.

All this at a time while it loses market share, and struggles to introduce a SINGLE MHZ upgrade in Q1.

For a company where its problems were all over last year this is a major sign of weakness.

The INABILITY to introduce a faster Celeron is TELLING.

We all know they can yield them.

The reason we don't have 550/600 celerons todays is that will KILL off the Cumine sweet spot.

This TELLS us a lot of what Intel is yielding with its WORLDS BEST 0.18 micron process.

regards,

Kash
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